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 | $47,095 | $85,766-45.1% | $136,294-65.4% | $70,131-32.8% |
| Participation rate | 85.4% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 22.36% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,822 | $2,966-38.6% | $4,695-61.2% | $2,342-22.2% |
| Participant deferral / active EE | $5,793 | $5,051+14.7% | $6,247-7.3% | $3,332+73.9% |
| Admin fee / account holder | $748 | $5,420-86.2% | $9,243-91.9% | $4,645-83.9% |