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 | $48,115 | $73,933-34.9% | $96,683-50.2% | $75,163-36.0% |
| Participation rate | 87.0% | 66.4%+20.6pp | 74.3%+12.7pp | 67.2%+19.8pp |
| Annual return | 13.35% | 26.70%-13.4pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $4,962 | $2,928+69.5% | $3,737+32.8% | $2,670+85.8% |
| Participant deferral / active EE | $1,556 | $3,659-57.5% | $4,878-68.1% | $4,125-62.3% |
| Admin fee / account holder | $14,750 | $5,216+182.8% | $6,730+119.2% | $5,651+161.0% |