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 | $43,167 | $112,096-61.5% | $95,952-55.0% | $158,922-72.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 16.94% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,062 | $3,198-35.5% | $2,541-18.8% | $4,761-56.7% |
| Participant deferral / active EE | $6,086 | $4,784+27.2% | $4,167+46.1% | $5,982+1.7% |
| Admin fee / account holder | $3,566 | $10,130-64.8% | $6,795-47.5% | $11,246-68.3% |