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 | $53,063 | $103,376-48.7% | $87,100-39.1% | $152,861-65.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 15.94% | 28.10%-12.2pp | 28.19%-12.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,235 | $3,220-61.6% | $2,521-51.0% | $4,762-74.1% |
| Participant deferral / active EE | $2,706 | $4,778-43.4% | $4,049-33.2% | $5,850-53.7% |
| Admin fee / account holder | $3,946 | $12,205-67.7% | $7,497-47.4% | $11,596-66.0% |