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 | $46,414 | $85,766-45.9% | $136,294-65.9% | $70,131-33.8% |
| Participation rate | 87.2% | 74.2%+13.1pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 17.21% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,925 | $2,966-1.4% | $4,695-37.7% | $2,342+24.9% |
| Participant deferral / active EE | $4,277 | $5,051-15.3% | $6,247-31.5% | $3,332+28.4% |
| Admin fee / account holder | $927 | $5,420-82.9% | $9,243-90.0% | $4,645-80.0% |