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 | $51,188 | $84,233-39.2% | $170,442-70.0% | $70,131-27.0% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,843 | $3,387-45.6% | $5,433-66.1% | $2,342-21.3% |
| Participant deferral / active EE | $4,473 | $3,086+45.0% | $4,939-9.4% | $3,332+34.3% |
| Admin fee / account holder | $3,336 | $5,698-41.4% | $13,880-76.0% | $4,645-28.2% |