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 | $51,481 | $89,355-42.4% | $141,162-63.5% | $72,985-29.5% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 22.58% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,358 | $3,114-56.4% | $4,735-71.3% | $2,440-44.3% |
| Participant deferral / active EE | $6,411 | $5,418+18.3% | $6,709-4.4% | $3,607+77.7% |
| Admin fee / account holder | $1,542 | $5,958-74.1% | $10,261-85.0% | $5,124-69.9% |