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 | $54,640 | $86,286-36.7% | $111,297-50.9% | $85,850-36.4% |
| Participation rate | 70.0% | 73.3%-3.3pp | 77.3%-7.3pp | 69.3%+0.7pp |
| Annual return | 12.46% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,363 | $2,043-33.3% | $2,731-50.1% | $2,565-46.9% |
| Participant deferral / active EE | $2,048 | $3,641-43.8% | $4,487-54.4% | $3,952-48.2% |
| Admin fee / account holder | $3,330 | $8,188-59.3% | $7,964-58.2% | $6,260-46.8% |