See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,554 | $100,923-45.0% | $150,045-63.0% | $74,304-25.2% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.3%-11.3pp | 60.3%+10.7pp |
| Annual return | 18.54% | 51.77%-33.2pp | 62.55%-44.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,623 | $3,463-53.1% | $4,693-65.4% | $2,241-27.6% |
| Participant deferral / active EE | $3,413 | $6,709-49.1% | $7,997-57.3% | $3,767-9.4% |
| Admin fee / account holder | $4,879 | $2,767+76.3% | $13,435-63.7% | $2,969+64.3% |