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 | $46,807 | $84,233-44.4% | $170,442-72.5% | $70,131-33.3% |
| Participation rate | 71.2% | 70.8%+0.4pp | 83.6%-12.4pp | 69.5%+1.6pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,961 | $3,387-42.1% | $5,433-63.9% | $2,342-16.3% |
| Participant deferral / active EE | $2,564 | $3,086-16.9% | $4,939-48.1% | $3,332-23.1% |
| Admin fee / account holder | $1,031 | $5,698-81.9% | $13,880-92.6% | $4,645-77.8% |