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 | $41,871 | $148,534-71.8% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 33.38% | 79.19%-45.8pp | 68.23%-34.9pp | 372.94%-339.6pp |
| Employer contribution / active EE | $2,258 | $5,243-56.9% | $4,856-53.5% | $4,751-52.5% |
| Participant deferral / active EE | $4,299 | $8,100-46.9% | $7,758-44.6% | $6,710-35.9% |
| Admin fee / account holder | $4,201 | $12,400-66.1% | $10,762-61.0% | $11,403-63.2% |