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 | $55,556 | $124,281-55.3% | $109,143-49.1% | $167,490-66.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 14.11% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,908 | $4,207-54.6% | $3,722-48.7% | $4,837-60.6% |
| Participant deferral / active EE | $5,076 | $5,255-3.4% | $4,653+9.1% | $6,341-20.0% |
| Admin fee / account holder | $7,858 | $7,970-1.4% | $6,752+16.4% | $12,309-36.2% |