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 | $40,237 | $83,477-51.8% | $125,175-67.9% | $72,985-44.9% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.3pp | 69.5%+28.6pp |
| Annual return | 84.56% | 25.78%+58.8pp | 43.79%+40.8pp | 81.00%+3.6pp |
| Employer contribution / active EE | $1,642 | $2,345-30.0% | $3,865-57.5% | $2,440-32.7% |
| Participant deferral / active EE | $7,421 | $3,585+107.0% | $4,937+50.3% | $3,607+105.7% |
| Admin fee / account holder | $3,300 | $5,517-40.2% | $9,702-66.0% | $5,124-35.6% |