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 | $40,723 | $93,571-56.5% | $135,903-70.0% | $75,163-45.8% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 67.2%+11.9pp |
| Annual return | 20.39% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,103 | $3,537-68.8% | $4,856-77.3% | $2,670-58.7% |
| Participant deferral / active EE | $3,402 | $6,404-46.9% | $7,758-56.2% | $4,125-17.5% |
| Admin fee / account holder | $554 | $6,975-92.1% | $10,762-94.8% | $5,651-90.2% |