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 | $50,558 | $62,573-19.2% | $85,682-41.0% | $85,850-41.1% |
| Participation rate | 95.6% | 61.1%+34.4pp | 69.9%+25.7pp | 69.3%+26.2pp |
| Annual return | 13.94% | 23.77%-9.8pp | 21.49%-7.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $778 | $1,757-55.7% | $2,618-70.3% | $2,565-69.7% |
| Participant deferral / active EE | $3,286 | $2,802+17.3% | $3,923-16.2% | $3,952-16.9% |
| Admin fee / account holder | $2,316 | $4,640-50.1% | $6,873-66.3% | $6,260-63.0% |