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 | $42,676 | $89,355-52.2% | $141,162-69.8% | $72,985-41.5% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 27.98% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $3,493 | $3,114+12.2% | $4,735-26.2% | $2,440+43.2% |
| Participant deferral / active EE | $6,461 | $5,418+19.3% | $6,709-3.7% | $3,607+79.1% |
| Admin fee / account holder | $1,965 | $5,958-67.0% | $10,261-80.8% | $5,124-61.7% |