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 | $51,488 | $68,547-24.9% | $120,354-57.2% | $80,856-36.3% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.6%+26.5pp |
| Annual return | 13.19% | 23.60%-10.4pp | 107.15%-94.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $800 | $2,051-61.0% | $3,463-76.9% | $2,755-71.0% |
| Participant deferral / active EE | $4,636 | $3,173+46.1% | $4,991-7.1% | $4,296+7.9% |
| Admin fee / account holder | $2,334 | $5,732-59.3% | $9,423-75.2% | $6,918-66.3% |