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 | $37,061 | $116,175-68.1% | $93,606-60.4% | $152,861-75.8% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 15.50% | 35.96%-20.5pp | 32.76%-17.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,947 | $3,218+22.7% | $2,718+45.2% | $4,762-17.1% |
| Participant deferral / active EE | $2,864 | $4,603-37.8% | $4,069-29.6% | $5,850-51.0% |
| Admin fee / account holder | $1,778 | $10,748-83.5% | $7,888-77.5% | $11,596-84.7% |