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 | $39,677 | $89,355-55.6% | $141,162-71.9% | $72,985-45.6% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 21.60% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,124 | $3,114-31.8% | $4,735-55.1% | $2,440-12.9% |
| Participant deferral / active EE | $5,488 | $5,418+1.3% | $6,709-18.2% | $3,607+52.1% |
| Admin fee / account holder | $1,740 | $5,958-70.8% | $10,261-83.0% | $5,124-66.0% |