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 | $42,859 | $106,515-59.8% | $96,683-55.7% | $139,434-69.3% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 12.67% | 38.43%-25.8pp | 35.69%-23.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $5,322 | $4,103+29.7% | $3,737+42.4% | $4,751+12.0% |
| Participant deferral / active EE | $2,598 | $5,454-52.4% | $4,878-46.7% | $6,710-61.3% |
| Admin fee / account holder | $1,471 | $7,877-81.3% | $6,730-78.1% | $11,403-87.1% |