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 | $36,359 | $54,762-33.6% | $90,281-59.7% | $72,985-50.2% |
| Participation rate | 92.5% | 65.1%+27.4pp | 73.3%+19.2pp | 69.5%+23.0pp |
| Annual return | 30.05% | 30.63%-0.6pp | 78.10%-48.0pp | 81.00%-51.0pp |
| Employer contribution / active EE | $8,772 | $2,092+319.2% | $2,854+207.3% | $2,440+259.6% |
| Participant deferral / active EE | $12,234 | $2,887+323.8% | $3,885+214.9% | $3,607+239.1% |
| Admin fee / account holder | $6,748 | $3,972+69.9% | $5,351+26.1% | $5,124+31.7% |