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 | $43,732 | $91,552-52.2% | $133,956-67.4% | $79,858-45.2% |
| Participation rate | 72.3% | 73.3%-1.0pp | 79.8%-7.5pp | 69.6%+2.7pp |
| Annual return | 19.22% | 61.85%-42.6pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,674 | $2,384-29.8% | $3,919-57.3% | $2,471-32.2% |
| Participant deferral / active EE | $3,204 | $3,733-14.2% | $5,048-36.5% | $3,740-14.3% |
| Admin fee / account holder | $431 | $6,321-93.2% | $8,927-95.2% | $5,306-91.9% |