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 | $41,799 | $85,766-51.3% | $136,294-69.3% | $70,131-40.4% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 17.64% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,139 | $2,966-27.9% | $4,695-54.4% | $2,342-8.7% |
| Participant deferral / active EE | $2,975 | $5,051-41.1% | $6,247-52.4% | $3,332-10.7% |
| Admin fee / account holder | $2,890 | $5,420-46.7% | $9,243-68.7% | $4,645-37.8% |