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 | $53,920 | $124,281-56.6% | $109,143-50.6% | $167,490-67.8% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 14.08% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,708 | $4,207-59.4% | $3,722-54.1% | $4,837-64.7% |
| Participant deferral / active EE | $3,988 | $5,255-24.1% | $4,653-14.3% | $6,341-37.1% |
| Admin fee / account holder | $4,385 | $7,970-45.0% | $6,752-35.1% | $12,309-64.4% |