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 | $35,951 | $91,190-60.6% | $178,490-79.9% | $79,858-55.0% |
| Participation rate | 72.9% | 69.2%+3.7pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 11.74% | 24.19%-12.5pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,828 | $3,256-43.8% | $5,011-63.5% | $2,471-26.0% |
| Participant deferral / active EE | $3,770 | $3,236+16.5% | $5,202-27.5% | $3,740+0.8% |
| Admin fee / account holder | $4,162 | $6,751-38.4% | $13,984-70.2% | $5,306-21.6% |