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 | $48,537 | $53,777-9.7% | $134,143-63.8% | $79,858-39.2% |
| Participation rate | 84.5% | 58.8%+25.7pp | 72.2%+12.3pp | 69.6%+14.8pp |
| Annual return | 18.22% | 19.01%-0.8pp | 36.33%-18.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,430 | $1,321+83.9% | $3,704-34.4% | $2,471-1.7% |
| Participant deferral / active EE | $3,795 | $2,420+56.8% | $3,499+8.5% | $3,740+1.5% |
| Admin fee / account holder | $2,101 | $3,984-47.3% | $6,684-68.6% | $5,306-60.4% |