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 | $58,725 | $104,251-43.7% | $91,001-35.5% | $147,584-60.2% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.6%+7.0pp | 82.8%-0.2pp |
| Annual return | 15.63% | 27.06%-11.4pp | 4.60%+11.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,895 | $3,116-39.2% | $2,456-22.8% | $4,876-61.1% |
| Participant deferral / active EE | $3,799 | $4,195-9.4% | $3,547+7.1% | $5,439-30.1% |
| Admin fee / account holder | $1,890 | $8,948-78.9% | $5,417-65.1% | $10,885-82.6% |