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 | $50,953 | $162,781-68.7% | $133,956-62.0% | $158,922-67.9% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 19.92% | 41.94%-22.0pp | 45.09%-25.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,800 | $4,975-63.8% | $3,919-54.1% | $4,761-62.2% |
| Participant deferral / active EE | $6,001 | $5,911+1.5% | $5,048+18.9% | $5,982+0.3% |
| Admin fee / account holder | $426 | $11,736-96.4% | $8,927-95.2% | $11,246-96.2% |