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 | $32,394 | $89,355-63.7% | $141,162-77.1% | $72,985-55.6% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 36.84% | 111.85%-75.0pp | 71.39%-34.5pp | 81.00%-44.2pp |
| Employer contribution / active EE | $2,012 | $3,114-35.4% | $4,735-57.5% | $2,440-17.5% |
| Participant deferral / active EE | $4,637 | $5,418-14.4% | $6,709-30.9% | $3,607+28.5% |
| Admin fee / account holder | $3,286 | $5,958-44.8% | $10,261-68.0% | $5,124-35.9% |