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 | $46,109 | $112,096-58.9% | $95,952-51.9% | $158,922-71.0% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 16.92% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,065 | $3,198-35.4% | $2,541-18.7% | $4,761-56.6% |
| Participant deferral / active EE | $4,145 | $4,784-13.4% | $4,167-0.5% | $5,982-30.7% |
| Admin fee / account holder | $2,110 | $10,130-79.2% | $6,795-68.9% | $11,246-81.2% |