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 | $40,232 | $162,781-75.3% | $133,956-70.0% | $158,922-74.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 21.70% | 41.94%-20.2pp | 45.09%-23.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,961 | $4,975-40.5% | $3,919-24.4% | $4,761-37.8% |
| Participant deferral / active EE | $4,364 | $5,911-26.2% | $5,048-13.6% | $5,982-27.1% |
| Admin fee / account holder | $1,062 | $11,736-91.0% | $8,927-88.1% | $11,246-90.6% |