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 | $56,542 | $115,882-51.2% | $100,516-43.7% | $158,922-64.4% |
| Participation rate | 94.1% | 81.6%+12.5pp | 79.4%+14.7pp | 82.0%+12.2pp |
| Annual return | 37.76% | 34.79%+3.0pp | 30.89%+6.9pp | 302.83%-265.1pp |
| Employer contribution / active EE | $1,765 | $4,103-57.0% | $3,418-48.4% | $4,761-62.9% |
| Participant deferral / active EE | $5,183 | $6,674-22.3% | $6,270-17.3% | $5,982-13.4% |
| Admin fee / account holder | $18,583 | $10,995+69.0% | $8,081+130.0% | $11,246+65.2% |