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 | $43,534 | $109,982-60.4% | $97,226-55.2% | $145,922-70.2% |
| Participation rate | 78.3% | 75.9%+2.3pp | 72.7%+5.6pp | 80.3%-2.0pp |
| Annual return | 12.87% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,897 | $3,084-38.5% | $2,729-30.5% | $4,660-59.3% |
| Participant deferral / active EE | $6,835 | $4,676+46.2% | $4,264+60.3% | $6,688+2.2% |
| Admin fee / account holder | $331 | $6,221-94.7% | $5,654-94.1% | $13,397-97.5% |