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 | $40,067 | $77,899-48.6% | $149,673-73.2% | $75,163-46.7% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 14.16% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,469 | $3,137-21.3% | $4,818-48.7% | $2,670-7.5% |
| Participant deferral / active EE | $5,171 | $3,411+51.6% | $5,680-9.0% | $4,125+25.3% |
| Admin fee / account holder | $5,659 | $5,956-5.0% | $13,210-57.2% | $5,651+0.2% |