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 | $56,566 | $73,933-23.5% | $96,683-41.5% | $75,163-24.7% |
| Participation rate | 89.1% | 66.4%+22.7pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 14.03% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,968 | $2,928-32.8% | $3,737-47.3% | $2,670-26.3% |
| Participant deferral / active EE | $3,044 | $3,659-16.8% | $4,878-37.6% | $4,125-26.2% |
| Admin fee / account holder | $2,027 | $5,216-61.1% | $6,730-69.9% | $5,651-64.1% |