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 | $45,075 | $176,812-74.5% | $146,665-69.3% | $167,490-73.1% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 21.49% | 24.03%-2.5pp | 22.74%-1.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,820 | $5,160-64.7% | $4,136-56.0% | $4,837-62.4% |
| Participant deferral / active EE | $2,859 | $6,440-55.6% | $5,506-48.1% | $6,341-54.9% |
| Admin fee / account holder | $2,564 | $13,259-80.7% | $10,280-75.1% | $12,309-79.2% |