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 | $44,828 | $112,881-60.3% | $90,951-50.7% | $158,922-71.8% |
| Participation rate | 79.2% | 74.7%+4.4pp | 69.0%+10.2pp | 82.0%-2.8pp |
| Annual return | 9.58% | 215.79%-206.2pp | 134.60%-125.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,397 | $2,893-51.7% | $2,122-34.2% | $4,761-70.7% |
| Participant deferral / active EE | $4,575 | $4,128+10.8% | $3,373+35.6% | $5,982-23.5% |
| Admin fee / account holder | $1,454 | $8,041-81.9% | $5,959-75.6% | $11,246-87.1% |