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 | $43,935 | $157,256-72.1% | $141,162-68.9% | $152,861-71.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 17.75% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,439 | $5,261-53.6% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $2,845 | $7,109-60.0% | $6,709-57.6% | $5,850-51.4% |
| Admin fee / account holder | $7,049 | $12,120-41.8% | $10,261-31.3% | $11,596-39.2% |