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 | $39,673 | $85,766-53.7% | $136,294-70.9% | $70,131-43.4% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 24.70% | 31.45%-6.8pp | 5155.94%-5131.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,334 | $2,966-55.0% | $4,695-71.6% | $2,342-43.0% |
| Participant deferral / active EE | $4,513 | $5,051-10.7% | $6,247-27.8% | $3,332+35.5% |
| Admin fee / account holder | $1,815 | $5,420-66.5% | $9,243-80.4% | $4,645-60.9% |