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 | $44,706 | $81,248-45.0% | $155,509-71.3% | $80,856-44.7% |
| Participation rate | 80.3% | 66.2%+14.0pp | 78.2%+2.1pp | 67.6%+12.6pp |
| Annual return | 12.25% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $9,255 | $3,100+198.5% | $4,672+98.1% | $2,755+235.9% |
| Participant deferral / active EE | $4,365 | $3,452+26.5% | $5,626-22.4% | $4,296+1.6% |
| Admin fee / account holder | $5,929 | $7,997-25.9% | $15,912-62.7% | $6,918-14.3% |