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 | $44,273 | $114,381-61.3% | $107,525-58.8% | $142,382-68.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 20.43% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,842 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $3,259 | $5,564-41.4% | $5,116-36.3% | $6,507-49.9% |
| Admin fee / account holder | $779 | $9,860-92.1% | $8,919-91.3% | $12,624-93.8% |