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 | $45,828 | $68,547-33.1% | $120,354-61.9% | $80,856-43.3% |
| Participation rate | 89.5% | 61.6%+27.9pp | 71.9%+17.6pp | 67.6%+21.8pp |
| Annual return | 18.33% | 23.60%-5.3pp | 107.15%-88.8pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,892 | $2,051+138.5% | $3,463+41.3% | $2,755+77.6% |
| Participant deferral / active EE | $4,708 | $3,173+48.4% | $4,991-5.7% | $4,296+9.6% |
| Admin fee / account holder | $4,958 | $5,732-13.5% | $9,423-47.4% | $6,918-28.3% |