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 | $44,586 | $94,625-52.9% | $116,228-61.6% | $84,808-47.4% |
| Participation rate | 97.3% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+28.9pp |
| Annual return | 19.33% | 20.40%-1.1pp | 90.06%-70.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,877 | $2,347+65.2% | $2,994+29.5% | $2,631+47.4% |
| Participant deferral / active EE | $6,564 | $3,972+65.3% | $4,953+32.5% | $4,212+55.9% |
| Admin fee / account holder | $4,372 | $10,091-56.7% | $11,989-63.5% | $7,344-40.5% |