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 | $46,185 | $48,230-4.2% | $67,502-31.6% | $80,856-42.9% |
| Participation rate | 88.6% | 66.4%+22.2pp | 72.9%+15.7pp | 67.6%+20.9pp |
| Annual return | 17.26% | 18.28%-1.0pp | 3512.12%-3494.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,131 | $2,020+5.5% | $2,731-22.0% | $2,755-22.7% |
| Participant deferral / active EE | $1,621 | $2,924-44.6% | $4,000-59.5% | $4,296-62.3% |
| Admin fee / account holder | $1,666 | $3,681-54.8% | $3,998-58.3% | $6,918-75.9% |