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 | $46,232 | $85,766-46.1% | $136,294-66.1% | $70,131-34.1% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 35.71% | 31.45%+4.3pp | 5155.94%-5120.2pp | 73.14%-37.4pp |
| Employer contribution / active EE | $1,209 | $2,966-59.2% | $4,695-74.3% | $2,342-48.4% |
| Participant deferral / active EE | $3,755 | $5,051-25.7% | $6,247-39.9% | $3,332+12.7% |
| Admin fee / account holder | $1,607 | $5,420-70.3% | $9,243-82.6% | $4,645-65.4% |