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 | $45,507 | $57,354-20.7% | $83,848-45.7% | $64,186-29.1% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | 6.17% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $4,847 | $2,545+90.4% | $3,631+33.5% | $2,381+103.6% |
| Participant deferral / active EE | $4,322 | $2,993+44.4% | $4,082+5.9% | $3,470+24.6% |
| Admin fee / account holder | $5,002 | $4,046+23.6% | $5,478-8.7% | $4,888+2.3% |