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 | $59,244 | $124,281-52.3% | $109,143-45.7% | $167,490-64.6% |
| Participation rate | 95.8% | 79.4%+16.4pp | 75.9%+20.0pp | 82.1%+13.7pp |
| Annual return | 13.24% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,218 | $4,207-23.5% | $3,722-13.5% | $4,837-33.5% |
| Participant deferral / active EE | $1,571 | $5,255-70.1% | $4,653-66.2% | $6,341-75.2% |
| Admin fee / account holder | $4,175 | $7,970-47.6% | $6,752-38.2% | $12,309-66.1% |