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 | $46,164 | $99,652-53.7% | $78,778-41.4% | $147,584-68.7% |
| Participation rate | 76.2% | 76.2%0pp | 69.2%+7.0pp | 82.8%-6.6pp |
| Annual return | 17.48% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $867 | $2,796-69.0% | $1,986-56.3% | $4,876-82.2% |
| Participant deferral / active EE | $2,260 | $3,664-38.3% | $2,958-23.6% | $5,439-58.4% |
| Admin fee / account holder | $6,016 | $7,155-15.9% | $5,134+17.2% | $10,885-44.7% |