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 | $49,996 | $127,065-60.7% | $113,168-55.8% | $142,382-64.9% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 16.63% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,609 | $3,442-53.3% | $2,975-45.9% | $4,299-62.6% |
| Participant deferral / active EE | $3,415 | $5,716-40.3% | $5,107-33.1% | $6,507-47.5% |
| Admin fee / account holder | $1,846 | $15,736-88.3% | $12,068-84.7% | $12,624-85.4% |