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 | $46,315 | $118,849-61.0% | $96,562-52.0% | $167,490-72.3% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 16.15% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,782 | $3,120-10.8% | $2,356+18.0% | $4,837-42.5% |
| Participant deferral / active EE | $6,016 | $4,616+30.3% | $3,849+56.3% | $6,341-5.1% |
| Admin fee / account holder | $9,387 | $8,065+16.4% | $6,181+51.9% | $12,309-23.7% |