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 | $44,478 | $112,881-60.6% | $90,951-51.1% | $158,922-72.0% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 22.36% | 215.79%-193.4pp | 134.60%-112.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,383 | $2,893-52.2% | $2,122-34.8% | $4,761-71.0% |
| Participant deferral / active EE | $3,332 | $4,128-19.3% | $3,373-1.2% | $5,982-44.3% |
| Admin fee / account holder | $510 | $8,041-93.7% | $5,959-91.4% | $11,246-95.5% |