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 | $43,428 | $87,013-50.1% | $106,213-59.1% | $80,856-46.3% |
| Participation rate | 91.0% | 70.4%+20.6pp | 75.3%+15.8pp | 67.6%+23.4pp |
| Annual return | 16.79% | 17.05%-0.3pp | 116.14%-99.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,266 | $2,395-47.1% | $3,171-60.1% | $2,755-54.0% |
| Participant deferral / active EE | $4,272 | $3,986+7.2% | $5,016-14.8% | $4,296-0.6% |
| Admin fee / account holder | $5,600 | $8,431-33.6% | $11,033-49.2% | $6,918-19.1% |