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 | $44,222 | $89,753-50.7% | $107,525-58.9% | $84,808-47.9% |
| Participation rate | 78.5% | 68.1%+10.4pp | 75.1%+3.4pp | 68.3%+10.2pp |
| Annual return | 18.74% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,282 | $3,113+37.5% | $3,754+14.1% | $2,631+62.7% |
| Participant deferral / active EE | $1,719 | $4,056-57.6% | $5,116-66.4% | $4,212-59.2% |
| Admin fee / account holder | $2,903 | $7,222-59.8% | $8,919-67.4% | $7,344-60.5% |