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 | $48,136 | $95,416-49.6% | $185,823-74.1% | $85,850-43.9% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 16.50% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,707 | $3,314-48.5% | $5,167-67.0% | $2,565-33.5% |
| Participant deferral / active EE | $7,726 | $3,423+125.7% | $5,568+38.8% | $3,952+95.5% |
| Admin fee / account holder | $2,140 | $7,213-70.3% | $16,237-86.8% | $6,260-65.8% |