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 | $41,678 | $63,346-34.2% | $92,233-54.8% | $70,131-40.6% |
| Participation rate | 70.5% | 68.7%+1.8pp | 76.5%-6.0pp | 69.5%+0.9pp |
| Annual return | 12.68% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,729 | $2,471-30.0% | $3,679-53.0% | $2,342-26.2% |
| Participant deferral / active EE | $4,518 | $2,854+58.3% | $3,897+16.0% | $3,332+35.6% |
| Admin fee / account holder | $2,265 | $3,840-41.0% | $5,194-56.4% | $4,645-51.2% |