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 | $46,821 | $154,117-69.6% | $129,995-64.0% | $139,434-66.4% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 23.47% | 32.48%-9.0pp | -137.18%+160.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,899 | $5,289-45.2% | $4,320-32.9% | $4,751-39.0% |
| Participant deferral / active EE | $5,751 | $6,710-14.3% | $5,820-1.2% | $6,710-14.3% |
| Admin fee / account holder | $957 | $14,007-93.2% | $10,614-91.0% | $11,403-91.6% |