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 | $45,316 | $49,177-7.9% | $79,464-43.0% | $64,186-29.4% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.6pp | 69.6%+18.4pp |
| Annual return | 14.73% | -1.16%+15.9pp | 718.14%-703.4pp | 7.63%+7.1pp |
| Employer contribution / active EE | $1,604 | $2,076-22.7% | $2,800-42.7% | $2,381-32.6% |
| Participant deferral / active EE | $1,952 | $2,821-30.8% | $3,704-47.3% | $3,470-43.7% |
| Admin fee / account holder | $8,592 | $3,839+123.8% | $5,113+68.0% | $4,888+75.8% |