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 | $40,726 | $77,899-47.7% | $149,673-72.8% | $75,163-45.8% |
| Participation rate | 81.0% | 65.6%+15.4pp | 78.8%+2.2pp | 67.2%+13.8pp |
| Annual return | 15.69% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,397 | $3,137+8.3% | $4,818-29.5% | $2,670+27.2% |
| Participant deferral / active EE | $4,036 | $3,411+18.3% | $5,680-28.9% | $4,125-2.2% |
| Admin fee / account holder | $5,330 | $5,956-10.5% | $13,210-59.7% | $5,651-5.7% |