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 7-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 | $46,413 | $86,929-46.6% | $102,423-54.7% | $80,856-42.6% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.6%+21.7pp |
| Annual return | 14.63% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,465 | $2,369+130.6% | $3,023+80.8% | $2,755+98.4% |
| Participant deferral / active EE | $10,340 | $4,118+151.1% | $5,053+104.6% | $4,296+140.7% |
| Admin fee / account holder | $13,474 | $8,049+67.4% | $9,451+42.6% | $6,918+94.8% |