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 | $35,668 | $61,605-42.1% | $112,229-68.2% | $75,163-52.5% |
| Participation rate | 96.2% | 61.7%+34.5pp | 72.4%+23.7pp | 67.2%+29.0pp |
| Annual return | 19.51% | 28.47%-9.0pp | 30.20%-10.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $7,153 | $2,015+254.9% | $3,430+108.5% | $2,670+167.9% |
| Participant deferral / active EE | $16,009 | $3,108+415.1% | $4,798+233.7% | $4,125+288.1% |
| Admin fee / account holder | $9,440 | $4,862+94.2% | $7,748+21.8% | $5,651+67.1% |