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 | $39,993 | $81,460-50.9% | $103,333-61.3% | $80,856-50.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 52.93% | 25.55%+27.4pp | 24.88%+28.1pp | 35.59%+17.3pp |
| Employer contribution / active EE | $3,046 | $3,105-1.9% | $3,868-21.2% | $2,755+10.6% |
| Participant deferral / active EE | $3,894 | $3,869+0.7% | $5,057-23.0% | $4,296-9.3% |
| Admin fee / account holder | $2,298 | $6,566-65.0% | $8,355-72.5% | $6,918-66.8% |