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 8-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 | $44,617 | $60,022-25.7% | $88,946-49.8% | $84,808-47.4% |
| Participation rate | 94.6% | 57.8%+36.8pp | 68.8%+25.7pp | 68.3%+26.3pp |
| Annual return | 17.59% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,460 | $1,703+44.5% | $2,555-3.7% | $2,631-6.5% |
| Participant deferral / active EE | $3,917 | $3,114+25.8% | $4,581-14.5% | $4,212-7.0% |
| Admin fee / account holder | $729 | $4,811-84.8% | $8,261-91.2% | $7,344-90.1% |