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 | $46,681 | $124,319-62.5% | $111,297-58.1% | $167,490-72.1% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 43.90% | 37.44%+6.5pp | 54.65%-10.7pp | 478.56%-434.7pp |
| Employer contribution / active EE | $2,071 | $3,435-39.7% | $2,731-24.2% | $4,837-57.2% |
| Participant deferral / active EE | $2,936 | $5,180-43.3% | $4,487-34.6% | $6,341-53.7% |
| Admin fee / account holder | $2,814 | $10,618-73.5% | $7,964-64.7% | $12,309-77.1% |