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 9-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 | $45,656 | $77,813-41.3% | $123,544-63.0% | $64,186-28.9% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | 40.37% | 12.48%+27.9pp | 119.20%-78.8pp | 7.63%+32.7pp |
| Employer contribution / active EE | $3,079 | $3,014+2.2% | $4,628-33.5% | $2,381+29.3% |
| Participant deferral / active EE | $5,944 | $5,240+13.4% | $6,426-7.5% | $3,470+71.3% |
| Admin fee / account holder | $662 | $5,519-88.0% | $9,284-92.9% | $4,888-86.5% |