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 | $49,996 | $67,411-25.8% | $91,001-45.1% | $70,131-28.7% |
| Participation rate | 96.9% | 71.4%+25.6pp | 75.6%+21.3pp | 69.5%+27.4pp |
| Annual return | 16.95% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,386 | $1,786-22.4% | $2,456-43.6% | $2,342-40.9% |
| Participant deferral / active EE | $1,617 | $2,823-42.7% | $3,547-54.4% | $3,332-51.5% |
| Admin fee / account holder | $4,691 | $4,236+10.7% | $5,417-13.4% | $4,645+1.0% |