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 | $53,334 | $65,365-18.4% | $92,893-42.6% | $72,985-26.9% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 22.07% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,157 | $2,594-16.8% | $3,653-40.9% | $2,440-11.6% |
| Participant deferral / active EE | $3,671 | $3,128+17.4% | $4,236-13.3% | $3,607+1.8% |
| Admin fee / account holder | $3,288 | $4,251-22.7% | $5,794-43.2% | $5,124-35.8% |