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 | $44,972 | $89,355-49.7% | $141,162-68.1% | $72,985-38.4% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 30.88% | 111.85%-81.0pp | 71.39%-40.5pp | 81.00%-50.1pp |
| Employer contribution / active EE | $4,164 | $3,114+33.7% | $4,735-12.0% | $2,440+70.7% |
| Participant deferral / active EE | $15,144 | $5,418+179.5% | $6,709+125.7% | $3,607+319.8% |
| Admin fee / account holder | $1,353 | $5,958-77.3% | $10,261-86.8% | $5,124-73.6% |