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 | $45,091 | $81,208-44.5% | $98,907-54.4% | $79,858-43.5% |
| Participation rate | 78.6% | 72.5%+6.1pp | 76.0%+2.5pp | 69.6%+8.9pp |
| Annual return | 23.24% | 60.99%-37.8pp | 196.43%-173.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,060 | $1,960+5.1% | $2,689-23.4% | $2,471-16.6% |
| Participant deferral / active EE | $3,447 | $3,265+5.6% | $4,244-18.8% | $3,740-7.8% |
| Admin fee / account holder | $3,762 | $6,013-37.4% | $6,642-43.4% | $5,306-29.1% |