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 | $44,721 | $101,724-56.0% | $164,813-72.9% | $80,856-44.7% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 14.38% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,354 | $2,953-20.3% | $4,341-45.8% | $2,755-14.6% |
| Participant deferral / active EE | $6,878 | $4,477+53.6% | $6,031+14.0% | $4,296+60.1% |
| Admin fee / account holder | $5,228 | $8,227-36.5% | $12,690-58.8% | $6,918-24.4% |