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 | $40,841 | $78,672-48.1% | $109,143-62.6% | $85,850-52.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 29.01% | 25.09%+3.9pp | 25.75%+3.3pp | 318.53%-289.5pp |
| Employer contribution / active EE | $952 | $2,735-65.2% | $3,722-74.4% | $2,565-62.9% |
| Participant deferral / active EE | $8,106 | $3,467+133.8% | $4,653+74.2% | $3,952+105.1% |
| Admin fee / account holder | $1,352 | $5,469-75.3% | $6,752-80.0% | $6,260-78.4% |