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 | $49,798 | $62,573-20.4% | $85,682-41.9% | $85,850-42.0% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.9%+20.1pp | 69.3%+20.7pp |
| Annual return | 16.70% | 23.77%-7.1pp | 21.49%-4.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,496 | $1,757+99.0% | $2,618+33.5% | $2,565+36.3% |
| Participant deferral / active EE | $6,293 | $2,802+124.6% | $3,923+60.4% | $3,952+59.2% |
| Admin fee / account holder | $2,886 | $4,640-37.8% | $6,873-58.0% | $6,260-53.9% |