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 | $40,251 | $124,281-67.6% | $109,143-63.1% | $167,490-76.0% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 16.09% | 26.04%-9.9pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $7,559 | $4,207+79.7% | $3,722+103.1% | $4,837+56.3% |
| Participant deferral / active EE | $3,649 | $5,255-30.6% | $4,653-21.6% | $6,341-42.5% |
| Admin fee / account holder | $457 | $7,970-94.3% | $6,752-93.2% | $12,309-96.3% |