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 | $44,411 | $93,571-52.5% | $135,903-67.3% | $75,163-40.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 19.08% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,013 | $3,537-43.1% | $4,856-58.6% | $2,670-24.6% |
| Participant deferral / active EE | $3,430 | $6,404-46.4% | $7,758-55.8% | $4,125-16.8% |
| Admin fee / account holder | $1,938 | $6,975-72.2% | $10,762-82.0% | $5,651-65.7% |