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 | $41,817 | $71,050-41.1% | $93,606-55.3% | $80,856-48.3% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 10.41% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,099 | $1,564+162.1% | $2,420+69.4% | $2,755+48.8% |
| Participant deferral / active EE | $2,829 | $4,034-29.9% | $4,411-35.9% | $4,296-34.1% |
| Admin fee / account holder | $648 | $6,945-90.7% | $8,285-92.2% | $6,918-90.6% |