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 | $56,372 | $59,101-4.6% | $77,163-26.9% | $75,163-25.0% |
| Participation rate | 72.9% | 63.9%+9.1pp | 69.6%+3.3pp | 67.2%+5.7pp |
| Annual return | 29.55% | 26.71%+2.8pp | 37.87%-8.3pp | 160.62%-131.1pp |
| Employer contribution / active EE | $793 | $1,995-60.3% | $2,535-68.7% | $2,670-70.3% |
| Participant deferral / active EE | $7,289 | $2,999+143.0% | $3,833+90.2% | $4,125+76.7% |
| Admin fee / account holder | $1,342 | $4,774-71.9% | $5,472-75.5% | $5,651-76.3% |