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 | $46,711 | $71,050-34.3% | $93,606-50.1% | $80,856-42.2% |
| Participation rate | 98.0% | 60.4%+37.6pp | 68.7%+29.3pp | 67.6%+30.4pp |
| Annual return | 12.12% | 11.26%+0.9pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,599 | $1,564+2.3% | $2,420-33.9% | $2,755-41.9% |
| Participant deferral / active EE | $1,364 | $4,034-66.2% | $4,411-69.1% | $4,296-68.2% |
| Admin fee / account holder | $973 | $6,945-86.0% | $8,285-88.3% | $6,918-85.9% |