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 | $42,292 | $115,770-63.5% | $101,248-58.2% | $158,922-73.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 44.90% | 56.14%-11.2pp | 46.47%-1.6pp | 302.83%-257.9pp |
| Employer contribution / active EE | $4,496 | $4,175+7.7% | $3,660+22.9% | $4,761-5.6% |
| Participant deferral / active EE | $2,574 | $4,957-48.1% | $4,370-41.1% | $5,982-57.0% |
| Admin fee / account holder | $1,091 | $7,245-84.9% | $5,945-81.7% | $11,246-90.3% |