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 | $46,692 | $64,324-27.4% | $118,925-60.7% | $79,858-41.5% |
| Participation rate | 80.8% | 64.9%+15.9pp | 75.4%+5.4pp | 69.6%+11.1pp |
| Annual return | 15.91% | 86.45%-70.5pp | 35.88%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $847 | $1,836-53.9% | $3,263-74.1% | $2,471-65.7% |
| Participant deferral / active EE | $3,236 | $2,824+14.6% | $4,265-24.1% | $3,740-13.5% |
| Admin fee / account holder | $1,880 | $4,040-53.5% | $6,581-71.4% | $5,306-64.6% |