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 | $44,470 | $89,355-50.2% | $141,162-68.5% | $72,985-39.1% |
| Participation rate | 76.8% | 75.1%+1.7pp | 82.5%-5.7pp | 69.5%+7.3pp |
| Annual return | 42.30% | 111.85%-69.6pp | 71.39%-29.1pp | 81.00%-38.7pp |
| Employer contribution / active EE | $1,851 | $3,114-40.6% | $4,735-60.9% | $2,440-24.1% |
| Participant deferral / active EE | $2,862 | $5,418-47.2% | $6,709-57.3% | $3,607-20.7% |
| Admin fee / account holder | $764 | $5,958-87.2% | $10,261-92.6% | $5,124-85.1% |