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 | $30,944 | $77,813-60.2% | $123,544-75.0% | $64,186-51.8% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | 12.32% | 12.48%-0.2pp | 119.20%-106.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $2,855 | $3,014-5.3% | $4,628-38.3% | $2,381+19.9% |
| Participant deferral / active EE | $7,053 | $5,240+34.6% | $6,426+9.8% | $3,470+103.3% |
| Admin fee / account holder | $1,985 | $5,519-64.0% | $9,284-78.6% | $4,888-59.4% |