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 | $50,082 | $58,851-14.9% | $115,157-56.5% | $72,985-31.4% |
| Participation rate | 97.1% | 65.5%+31.6pp | 75.9%+21.2pp | 69.5%+27.7pp |
| Annual return | 16.55% | 23.16%-6.6pp | 35.60%-19.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $571 | $1,798-68.2% | $3,179-82.0% | $2,440-76.6% |
| Participant deferral / active EE | $4,078 | $2,643+54.3% | $4,168-2.2% | $3,607+13.0% |
| Admin fee / account holder | $24,840 | $6,370+290.0% | $7,088+250.5% | $5,124+384.7% |