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 | $54,731 | $104,974-47.9% | $95,585-42.7% | $142,382-61.6% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.1%+12.9pp | 80.1%+4.9pp |
| Annual return | 11.38% | 210.33%-198.9pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,050 | $2,779+9.8% | $2,527+20.7% | $4,299-29.0% |
| Participant deferral / active EE | $3,396 | $4,352-22.0% | $4,023-15.6% | $6,507-47.8% |
| Admin fee / account holder | $9,897 | $6,386+55.0% | $6,127+61.5% | $12,624-21.6% |