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 | $46,620 | $102,966-54.7% | $90,281-48.4% | $152,861-69.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 19.10% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,600 | $3,139-17.2% | $2,854-8.9% | $4,762-45.4% |
| Participant deferral / active EE | $5,453 | $4,281+27.4% | $3,885+40.4% | $5,850-6.8% |
| Admin fee / account holder | $3,120 | $6,171-49.4% | $5,351-41.7% | $11,596-73.1% |