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 | $54,935 | $83,337-34.1% | $67,834-19.0% | $273,961-79.9% |
| Participation rate | 82.4% | 76.4%+5.9pp | 68.8%+13.6pp | 83.0%-0.7pp |
| Annual return | 11.24% | 259.45%-248.2pp | 138.47%-127.2pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,505 | $3,287-23.8% | $2,403+4.2% | $4,869-48.5% |
| Participant deferral / active EE | $7,914 | $4,088+93.6% | $3,160+150.5% | $5,287+49.7% |
| Admin fee / account holder | $2,421 | $6,752-64.2% | $4,622-47.6% | $10,132-76.1% |