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 | $38,220 | $107,934-64.6% | $91,989-58.5% | $152,861-75.0% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 24.14% | 89.24%-65.1pp | 69.02%-44.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,939 | $4,210-53.9% | $3,452-43.8% | $4,762-59.3% |
| Participant deferral / active EE | $4,378 | $6,364-31.2% | $5,923-26.1% | $5,850-25.2% |
| Admin fee / account holder | $1,524 | $10,520-85.5% | $7,743-80.3% | $11,596-86.9% |