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 | $64,556 | $99,877-35.4% | $84,966-24.0% | $145,922-55.8% |
| Participation rate | 78.3% | 74.1%+4.2pp | 67.5%+10.8pp | 80.3%-2.0pp |
| Annual return | 16.20% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,673 | $3,231-48.2% | $2,727-38.6% | $4,660-64.1% |
| Participant deferral / active EE | $3,176 | $5,291-40.0% | $4,519-29.7% | $6,688-52.5% |
| Admin fee / account holder | $4,841 | $7,248-33.2% | $6,149-21.3% | $13,397-63.9% |