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 | $42,155 | $65,041-35.2% | $90,951-53.7% | $79,858-47.2% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.0%+12.8pp | 69.6%+12.2pp |
| Annual return | 15.21% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $946 | $1,247-24.2% | $2,122-55.4% | $2,471-61.7% |
| Participant deferral / active EE | $2,871 | $2,512+14.3% | $3,373-14.9% | $3,740-23.2% |
| Admin fee / account holder | $6,434 | $4,536+41.8% | $5,959+8.0% | $5,306+21.2% |