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 | $41,808 | $51,175-18.3% | $70,515-40.7% | $75,163-44.4% |
| Participation rate | 98.6% | 60.9%+37.7pp | 68.3%+30.3pp | 67.2%+31.4pp |
| Annual return | 29.11% | 30.02%-0.9pp | 32.77%-3.7pp | 160.62%-131.5pp |
| Employer contribution / active EE | $5,471 | $1,826+199.6% | $2,973+84.0% | $2,670+104.9% |
| Participant deferral / active EE | $5,711 | $2,849+100.4% | $4,567+25.0% | $4,125+38.4% |
| Admin fee / account holder | $2,059 | $4,091-49.7% | $6,412-67.9% | $5,651-63.6% |