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 9-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 | $46,696 | $89,753-48.0% | $107,525-56.6% | $84,808-44.9% |
| Participation rate | 81.1% | 68.1%+13.0pp | 75.1%+6.0pp | 68.3%+12.8pp |
| Annual return | 22.54% | 29.48%-6.9pp | 181.32%-158.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,767 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $3,373 | $4,056-16.8% | $5,116-34.1% | $4,212-19.9% |
| Admin fee / account holder | $3,432 | $7,222-52.5% | $8,919-61.5% | $7,344-53.3% |