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 | $45,541 | $79,449-42.7% | $189,557-76.0% | $85,850-47.0% |
| Participation rate | 76.9% | 66.0%+10.9pp | 78.4%-1.5pp | 69.3%+7.6pp |
| Annual return | 20.01% | 18.45%+1.6pp | 64.17%-44.2pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,423 | $2,081-31.6% | $4,412-67.7% | $2,565-44.5% |
| Participant deferral / active EE | $4,463 | $4,051+10.2% | $6,174-27.7% | $3,952+12.9% |
| Admin fee / account holder | $1,242 | $5,377-76.9% | $9,807-87.3% | $6,260-80.2% |