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 | $41,074 | $100,923-59.3% | $150,045-72.6% | $74,304-44.7% |
| Participation rate | 71.4% | 70.1%+1.3pp | 82.3%-10.9pp | 60.3%+11.1pp |
| Annual return | 17.70% | 51.77%-34.1pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,201 | $3,463-65.3% | $4,693-74.4% | $2,241-46.4% |
| Participant deferral / active EE | $5,401 | $6,709-19.5% | $7,997-32.5% | $3,767+43.4% |
| Admin fee / account holder | $1,462 | $2,767-47.1% | $13,435-89.1% | $2,969-50.7% |