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 | $48,609 | $99,985-51.4% | $146,665-66.9% | $85,850-43.4% |
| Participation rate | 70.0% | 73.1%-3.1pp | 80.1%-10.1pp | 69.3%+0.7pp |
| Annual return | 17.03% | 18.93%-1.9pp | 22.74%-5.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,876 | $2,559-26.7% | $4,136-54.6% | $2,565-26.9% |
| Participant deferral / active EE | $3,732 | $4,006-6.8% | $5,506-32.2% | $3,952-5.6% |
| Admin fee / account holder | $5,767 | $7,702-25.1% | $10,280-43.9% | $6,260-7.9% |