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 | $48,169 | $89,753-46.3% | $107,525-55.2% | $84,808-43.2% |
| Participation rate | 88.7% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.4pp |
| Annual return | 14.30% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,887 | $3,113-39.4% | $3,754-49.7% | $2,631-28.3% |
| Participant deferral / active EE | $2,222 | $4,056-45.2% | $5,116-56.6% | $4,212-47.2% |
| Admin fee / account holder | $7,112 | $7,222-1.5% | $8,919-20.3% | $7,344-3.2% |