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 | $49,820 | $89,355-44.2% | $141,162-64.7% | $72,985-31.7% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 36.58% | 111.85%-75.3pp | 71.39%-34.8pp | 81.00%-44.4pp |
| Employer contribution / active EE | $1,583 | $3,114-49.2% | $4,735-66.6% | $2,440-35.1% |
| Participant deferral / active EE | $7,430 | $5,418+37.1% | $6,709+10.8% | $3,607+106.0% |
| Admin fee / account holder | $959 | $5,958-83.9% | $10,261-90.7% | $5,124-81.3% |