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 | $43,230 | $106,515-59.4% | $96,683-55.3% | $139,434-69.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.07% | 38.43%-21.4pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,578 | $4,103-12.8% | $3,737-4.2% | $4,751-24.7% |
| Participant deferral / active EE | $6,661 | $5,454+22.1% | $4,878+36.6% | $6,710-0.7% |
| Admin fee / account holder | $4,280 | $7,877-45.7% | $6,730-36.4% | $11,403-62.5% |