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 | $46,958 | $79,449-40.9% | $189,557-75.2% | $85,850-45.3% |
| Participation rate | 90.3% | 66.0%+24.3pp | 78.4%+11.9pp | 69.3%+21.0pp |
| Annual return | 13.09% | 18.45%-5.4pp | 64.17%-51.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,610 | $2,081+25.4% | $4,412-40.8% | $2,565+1.8% |
| Participant deferral / active EE | $4,494 | $4,051+10.9% | $6,174-27.2% | $3,952+13.7% |
| Admin fee / account holder | $7,267 | $5,377+35.2% | $9,807-25.9% | $6,260+16.1% |