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 | $57,797 | $100,326-42.4% | $180,183-67.9% | $84,808-31.8% |
| Participation rate | 81.3% | 71.0%+10.2pp | 77.4%+3.8pp | 68.3%+12.9pp |
| Annual return | 12.83% | 17.86%-5.0pp | 27.86%-15.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,646 | $3,269-49.7% | $5,039-67.3% | $2,631-37.4% |
| Participant deferral / active EE | $4,280 | $5,066-15.5% | $6,822-37.3% | $4,212+1.6% |
| Admin fee / account holder | $20,959 | $9,674+116.6% | $19,975+4.9% | $7,344+185.4% |