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 | $43,947 | $65,365-32.8% | $92,893-52.7% | $72,985-39.8% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 22.08% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $6,670 | $2,594+157.1% | $3,653+82.6% | $2,440+173.4% |
| Participant deferral / active EE | $4,111 | $3,128+31.4% | $4,236-3.0% | $3,607+13.9% |
| Admin fee / account holder | $4,076 | $4,251-4.1% | $5,794-29.6% | $5,124-20.5% |