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 | $42,715 | $162,781-73.8% | $133,956-68.1% | $158,922-73.1% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 5.99% | 41.94%-36.0pp | 45.09%-39.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,576 | $4,975-28.1% | $3,919-8.8% | $4,761-24.9% |
| Participant deferral / active EE | $2,639 | $5,911-55.4% | $5,048-47.7% | $5,982-55.9% |
| Admin fee / account holder | $22,034 | $11,736+87.7% | $8,927+146.8% | $11,246+95.9% |