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 | $42,786 | $177,572-75.9% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 29.04% | 65.07%-36.0pp | 58.88%-29.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,027 | $4,810-57.9% | $4,305-52.9% | $4,299-52.8% |
| Participant deferral / active EE | $4,674 | $6,272-25.5% | $5,540-15.6% | $6,507-28.2% |
| Admin fee / account holder | $3,367 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |