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 | $52,659 | $49,227+7.0% | $70,449-25.3% | $79,858-34.1% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 13.39% | 30.06%-16.7pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $924 | $2,099-56.0% | $2,737-66.2% | $2,471-62.6% |
| Participant deferral / active EE | $2,037 | $2,768-26.4% | $3,709-45.1% | $3,740-45.5% |
| Admin fee / account holder | $2,600 | $2,878-9.7% | $3,845-32.4% | $5,306-51.0% |