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 | $46,510 | $63,299-26.5% | $91,001-48.9% | $62,292-25.3% |
| Participation rate | 70.1% | 73.3%-3.2pp | 75.6%-5.5pp | 69.5%+0.6pp |
| Annual return | 41.38% | 20.99%+20.4pp | 4.60%+36.8pp | 28.90%+12.5pp |
| Employer contribution / active EE | $2,074 | $1,807+14.8% | $2,456-15.5% | $2,042+1.6% |
| Participant deferral / active EE | $7,024 | $2,943+138.7% | $3,547+98.0% | $3,169+121.6% |
| Admin fee / account holder | $3,892 | $468+732.2% | $5,417-28.2% | $479+711.9% |