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 | $49,217 | $140,940-65.1% | $112,229-56.1% | $139,434-64.7% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 18.85% | 32.71%-13.9pp | 30.20%-11.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,437 | $4,283-66.4% | $3,430-58.1% | $4,751-69.7% |
| Participant deferral / active EE | $3,656 | $5,874-37.8% | $4,798-23.8% | $6,710-45.5% |
| Admin fee / account holder | $644 | $9,954-93.5% | $7,748-91.7% | $11,403-94.4% |