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 | $59,930 | $127,065-52.8% | $113,168-47.0% | $142,382-57.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.86% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,449 | $3,442-57.9% | $2,975-51.3% | $4,299-66.3% |
| Participant deferral / active EE | $2,387 | $5,716-58.2% | $5,107-53.3% | $6,507-63.3% |
| Admin fee / account holder | $866 | $15,736-94.5% | $12,068-92.8% | $12,624-93.1% |