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 | $41,461 | $65,395-36.6% | $182,532-77.3% | $72,985-43.2% |
| Participation rate | 75.4% | 65.4%+9.9pp | 78.0%-2.6pp | 69.5%+5.9pp |
| Annual return | 26.82% | 27.68%-0.9pp | 148.54%-121.7pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,937 | $1,911+53.7% | $4,076-27.9% | $2,440+20.4% |
| Participant deferral / active EE | $9,296 | $3,563+160.9% | $5,524+68.3% | $3,607+157.7% |
| Admin fee / account holder | $4,903 | $4,245+15.5% | $8,592-42.9% | $5,124-4.3% |