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 | $50,908 | $70,428-27.7% | $96,562-47.3% | $85,850-40.7% |
| Participation rate | 95.9% | 61.8%+34.1pp | 69.8%+26.1pp | 69.3%+26.6pp |
| Annual return | 10.99% | 18.59%-7.6pp | 37.78%-26.8pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,246 | $1,413+59.0% | $2,356-4.7% | $2,565-12.4% |
| Participant deferral / active EE | $3,649 | $2,894+26.1% | $3,849-5.2% | $3,952-7.7% |
| Admin fee / account holder | $2,111 | $4,997-57.7% | $6,181-65.8% | $6,260-66.3% |