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 | $39,899 | $48,046-17.0% | $84,611-52.8% | $72,985-45.3% |
| Participation rate | 77.8% | 57.6%+20.2pp | 68.2%+9.5pp | 69.5%+8.3pp |
| Annual return | 21.38% | 37.38%-16.0pp | 258.74%-237.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,423 | $1,602+51.3% | $2,652-8.6% | $2,440-0.7% |
| Participant deferral / active EE | $3,888 | $2,680+45.1% | $3,899-0.3% | $3,607+7.8% |
| Admin fee / account holder | $3,105 | $3,395-8.5% | $4,912-36.8% | $5,124-39.4% |