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 | $49,137 | $84,233-41.7% | $170,442-71.2% | $70,131-29.9% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 28.14% | 23.06%+5.1pp | 205.93%-177.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $4,801 | $3,387+41.7% | $5,433-11.6% | $2,342+105.0% |
| Participant deferral / active EE | $10,113 | $3,086+227.7% | $4,939+104.7% | $3,332+203.5% |
| Admin fee / account holder | $793 | $5,698-86.1% | $13,880-94.3% | $4,645-82.9% |