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 | $48,604 | $87,013-44.1% | $106,213-54.2% | $80,856-39.9% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 14.07% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,556 | $2,395+6.7% | $3,171-19.4% | $2,755-7.2% |
| Participant deferral / active EE | $4,771 | $3,986+19.7% | $5,016-4.9% | $4,296+11.1% |
| Admin fee / account holder | $2,660 | $8,431-68.4% | $11,033-75.9% | $6,918-61.5% |