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 | $46,269 | $109,881-57.9% | $150,045-69.2% | $84,808-45.4% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 28.35% | 28.25%+0.1pp | 62.55%-34.2pp | 40.90%-12.6pp |
| Employer contribution / active EE | $4,741 | $3,561+33.1% | $4,693+1.0% | $2,631+80.2% |
| Participant deferral / active EE | $10,041 | $6,636+51.3% | $7,997+25.6% | $4,212+138.4% |
| Admin fee / account holder | $10,123 | $8,568+18.1% | $13,435-24.7% | $7,344+37.8% |