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 | $44,835 | $91,552-51.0% | $133,956-66.5% | $79,858-43.9% |
| Participation rate | 89.9% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 17.45% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,168 | $3,733+11.6% | $5,048-17.4% | $3,740+11.5% |
| Admin fee / account holder | $724 | $6,321-88.5% | $8,927-91.9% | $5,306-86.3% |