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 | $38,944 | $64,348-39.5% | $90,160-56.8% | $70,131-44.5% |
| Participation rate | 97.4% | 70.4%+26.9pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 21.08% | 28.13%-7.0pp | 34.88%-13.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $4,458 | $2,046+117.9% | $3,318+34.3% | $2,342+90.3% |
| Participant deferral / active EE | $6,629 | $4,389+51.1% | $5,288+25.4% | $3,332+99.0% |
| Admin fee / account holder | $643 | $3,944-83.7% | $5,943-89.2% | $4,645-86.2% |