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 | $54,209 | $114,381-52.6% | $107,525-49.6% | $142,382-61.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.85% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,336 | $4,015-41.8% | $3,754-37.8% | $4,299-45.7% |
| Participant deferral / active EE | $4,711 | $5,564-15.3% | $5,116-7.9% | $6,507-27.6% |
| Admin fee / account holder | $4,882 | $9,860-50.5% | $8,919-45.3% | $12,624-61.3% |