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 | $36,606 | $71,050-48.5% | $93,606-60.9% | $80,856-54.7% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.6%+23.8pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,564 | $1,564+64.0% | $2,420+5.9% | $2,755-6.9% |
| Participant deferral / active EE | $3,847 | $4,034-4.6% | $4,411-12.8% | $4,296-10.4% |
| Admin fee / account holder | $3,373 | $6,945-51.4% | $8,285-59.3% | $6,918-51.2% |