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 | $57,280 | $85,766-33.2% | $136,294-58.0% | $70,131-18.3% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 17.49% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,447 | $2,966-17.5% | $4,695-47.9% | $2,342+4.4% |
| Participant deferral / active EE | $4,343 | $5,051-14.0% | $6,247-30.5% | $3,332+30.4% |
| Admin fee / account holder | $10,791 | $5,420+99.1% | $9,243+16.7% | $4,645+132.3% |