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 | $58,807 | $109,359-46.2% | $162,163-63.7% | $72,985-19.4% |
| Participation rate | 74.1% | 84.3%-10.1pp | 87.6%-13.4pp | 69.5%+4.7pp |
| Annual return | 20.71% | 25.46%-4.7pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,651 | $3,907-57.8% | $5,614-70.6% | $2,440-32.3% |
| Participant deferral / active EE | $4,085 | $5,481-25.5% | $7,298-44.0% | $3,607+13.2% |
| Admin fee / account holder | $2,292 | $7,972-71.2% | $10,843-78.9% | $5,124-55.3% |