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 | $38,793 | $100,923-61.6% | $150,045-74.1% | $74,304-47.8% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.3%-1.3pp | 60.3%+20.7pp |
| Annual return | 22.14% | 51.77%-29.6pp | 62.55%-40.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $2,945 | $3,463-15.0% | $4,693-37.2% | $2,241+31.4% |
| Participant deferral / active EE | $10,328 | $6,709+53.9% | $7,997+29.1% | $3,767+174.1% |
| Admin fee / account holder | $2,212 | $2,767-20.0% | $13,435-83.5% | $2,969-25.5% |