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 | $46,697 | $85,766-45.6% | $136,294-65.7% | $70,131-33.4% |
| Participation rate | 78.9% | 74.2%+4.8pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 22.60% | 31.45%-8.9pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,269 | $2,966-23.5% | $4,695-51.7% | $2,342-3.1% |
| Participant deferral / active EE | $4,613 | $5,051-8.7% | $6,247-26.2% | $3,332+38.4% |
| Admin fee / account holder | $776 | $5,420-85.7% | $9,243-91.6% | $4,645-83.3% |