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 | $53,175 | $85,766-38.0% | $136,294-61.0% | $70,131-24.2% |
| Participation rate | 87.7% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 23.68% | 31.45%-7.8pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $2,624 | $2,966-11.5% | $4,695-44.1% | $2,342+12.0% |
| Participant deferral / active EE | $5,315 | $5,051+5.2% | $6,247-14.9% | $3,332+59.5% |
| Admin fee / account holder | $1,929 | $5,420-64.4% | $9,243-79.1% | $4,645-58.5% |