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 | $59,764 | $100,901-40.8% | $75,670-21.0% | $147,584-59.5% |
| Participation rate | 92.9% | 77.1%+15.7pp | 72.3%+20.5pp | 82.8%+10.0pp |
| Annual return | 14.60% | 35.78%-21.2pp | 27.34%-12.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,790 | $3,253-45.0% | $2,352-23.9% | $4,876-63.3% |
| Participant deferral / active EE | $6,080 | $4,027+51.0% | $3,142+93.5% | $5,439+11.8% |
| Admin fee / account holder | $343 | $11,285-97.0% | $5,800-94.1% | $10,885-96.8% |