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 | $45,284 | $54,705-17.2% | $71,209-36.4% | $84,808-46.6% |
| Participation rate | 74.1% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.8pp |
| Annual return | 16.65% | 35.90%-19.2pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,049 | $2,158-5.0% | $2,721-24.7% | $2,631-22.1% |
| Participant deferral / active EE | $1,976 | $3,030-34.8% | $4,175-52.7% | $4,212-53.1% |
| Admin fee / account holder | $955 | $4,863-80.4% | $5,349-82.1% | $7,344-87.0% |