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 | $37,512 | $109,881-65.9% | $150,045-75.0% | $84,808-55.8% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 19.48% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,905 | $3,561+65.8% | $4,693+25.8% | $2,631+124.4% |
| Participant deferral / active EE | $8,807 | $6,636+32.7% | $7,997+10.1% | $4,212+109.1% |
| Admin fee / account holder | $3,919 | $8,568-54.3% | $13,435-70.8% | $7,344-46.6% |