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 | $42,538 | $98,750-56.9% | $149,696-71.6% | $79,858-46.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 29.58% | 27.43%+2.2pp | 276.60%-247.0pp | 31.71%-2.1pp |
| Employer contribution / active EE | $2,046 | $3,216-36.4% | $4,644-56.0% | $2,471-17.2% |
| Participant deferral / active EE | $5,220 | $5,680-8.1% | $6,842-23.7% | $3,740+39.6% |
| Admin fee / account holder | $491 | $6,053-91.9% | $9,309-94.7% | $5,306-90.7% |