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 | $54,737 | $71,050-23.0% | $93,606-41.5% | $80,856-32.3% |
| Participation rate | 82.9% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 11.02% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,020 | $1,564+29.2% | $2,420-16.5% | $2,755-26.7% |
| Participant deferral / active EE | $3,629 | $4,034-10.0% | $4,411-17.7% | $4,296-15.5% |
| Admin fee / account holder | $2,159 | $6,945-68.9% | $8,285-73.9% | $6,918-68.8% |