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 | $53,853 | $87,705-38.6% | $63,517-15.2% | $125,391-57.1% |
| Participation rate | 95.7% | 77.0%+18.6pp | 71.0%+24.6pp | 83.2%+12.5pp |
| Annual return | 5.95% | 21.70%-15.8pp | -70.30%+76.2pp | 282.22%-276.3pp |
| Employer contribution / active EE | $1,846 | $3,601-48.7% | $2,322-20.5% | $4,866-62.1% |
| Participant deferral / active EE | $3,860 | $3,939-2.0% | $2,953+30.7% | $5,352-27.9% |
| Admin fee / account holder | $3,130 | $11,948-73.8% | $5,892-46.9% | $9,540-67.2% |