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 | $44,156 | $91,552-51.8% | $133,956-67.0% | $79,858-44.7% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 16.60% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,928 | $2,384+22.8% | $3,919-25.3% | $2,471+18.5% |
| Participant deferral / active EE | $5,075 | $3,733+35.9% | $5,048+0.5% | $3,740+35.7% |
| Admin fee / account holder | $1,897 | $6,321-70.0% | $8,927-78.8% | $5,306-64.3% |