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 | $48,126 | $90,503-46.8% | $78,689-38.8% | $273,961-82.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.59% | 75.60%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,816 | $3,176+51.6% | $2,851+68.9% | $4,869-1.1% |
| Participant deferral / active EE | $5,655 | $3,901+44.9% | $3,517+60.8% | $5,287+7.0% |
| Admin fee / account holder | $1,835 | $5,263-65.1% | $4,510-59.3% | $10,132-81.9% |