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 | $59,590 | $65,041-8.4% | $90,951-34.5% | $79,858-25.4% |
| Participation rate | 80.6% | 61.6%+18.9pp | 69.0%+11.5pp | 69.6%+10.9pp |
| Annual return | 12.03% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,472 | $1,247+18.0% | $2,122-30.6% | $2,471-40.4% |
| Participant deferral / active EE | $3,322 | $2,512+32.2% | $3,373-1.5% | $3,740-11.2% |
| Admin fee / account holder | $2,456 | $4,536-45.9% | $5,959-58.8% | $5,306-53.7% |