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 | $40,789 | $74,888-45.5% | $71,209-42.7% | $142,382-71.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.49% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,141 | $2,854-60.0% | $2,721-58.1% | $4,299-73.5% |
| Participant deferral / active EE | $4,022 | $4,454-9.7% | $4,175-3.7% | $6,507-38.2% |
| Admin fee / account holder | $8,282 | $5,568+48.7% | $5,349+54.8% | $12,624-34.4% |