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 | $41,617 | $95,416-56.4% | $185,823-77.6% | $85,850-51.5% |
| Participation rate | 78.3% | 68.8%+9.6pp | 81.7%-3.4pp | 69.3%+9.0pp |
| Annual return | 11.77% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,346 | $3,314-59.4% | $5,167-74.0% | $2,565-47.5% |
| Participant deferral / active EE | $2,503 | $3,423-26.9% | $5,568-55.0% | $3,952-36.7% |
| Admin fee / account holder | $413 | $7,213-94.3% | $16,237-97.5% | $6,260-93.4% |