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 | $42,492 | $73,933-42.5% | $96,683-56.0% | $75,163-43.5% |
| Participation rate | 78.6% | 66.4%+12.1pp | 74.3%+4.2pp | 67.2%+11.4pp |
| Annual return | 25.34% | 26.70%-1.4pp | 35.69%-10.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $2,433 | $2,928-16.9% | $3,737-34.9% | $2,670-8.9% |
| Participant deferral / active EE | $5,105 | $3,659+39.5% | $4,878+4.7% | $4,125+23.8% |
| Admin fee / account holder | $2,095 | $5,216-59.8% | $6,730-68.9% | $5,651-62.9% |