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 | $41,836 | $93,571-55.3% | $135,903-69.2% | $75,163-44.3% |
| Participation rate | 71.9% | 75.2%-3.3pp | 81.9%-10.0pp | 67.2%+4.7pp |
| Annual return | 43.02% | 30.90%+12.1pp | 68.23%-25.2pp | 160.62%-117.6pp |
| Employer contribution / active EE | $2,508 | $3,537-29.1% | $4,856-48.4% | $2,670-6.1% |
| Participant deferral / active EE | $4,972 | $6,404-22.4% | $7,758-35.9% | $4,125+20.5% |
| Admin fee / account holder | $2,119 | $6,975-69.6% | $10,762-80.3% | $5,651-62.5% |