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 6-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 | $43,942 | $89,753-51.0% | $107,525-59.1% | $84,808-48.2% |
| Participation rate | 88.2% | 68.1%+20.2pp | 75.1%+13.2pp | 68.3%+19.9pp |
| Annual return | 17.97% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,379 | $3,113-23.6% | $3,754-36.6% | $2,631-9.6% |
| Participant deferral / active EE | $6,245 | $4,056+54.0% | $5,116+22.1% | $4,212+48.3% |
| Admin fee / account holder | $3,232 | $7,222-55.2% | $8,919-63.8% | $7,344-56.0% |