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 | $53,370 | $103,376-48.4% | $87,100-38.7% | $152,861-65.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 13.71% | 28.10%-14.4pp | 28.19%-14.5pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,297 | $3,220-59.7% | $2,521-48.6% | $4,762-72.8% |
| Participant deferral / active EE | $4,592 | $4,778-3.9% | $4,049+13.4% | $5,850-21.5% |
| Admin fee / account holder | $31,067 | $12,205+154.5% | $7,497+314.4% | $11,596+167.9% |