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 | $42,910 | $124,319-65.5% | $111,297-61.4% | $167,490-74.4% |
| Participation rate | 77.3% | 79.6%-2.3pp | 77.3%0pp | 82.1%-4.8pp |
| Annual return | 14.11% | 37.44%-23.3pp | 54.65%-40.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,723 | $3,435+8.4% | $2,731+36.3% | $4,837-23.0% |
| Participant deferral / active EE | $2,698 | $5,180-47.9% | $4,487-39.9% | $6,341-57.5% |
| Admin fee / account holder | $6,660 | $10,618-37.3% | $7,964-16.4% | $12,309-45.9% |