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 | $42,723 | $112,881-62.2% | $90,951-53.0% | $158,922-73.1% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.3pp | 82.0%-3.7pp |
| Annual return | 19.88% | 215.79%-195.9pp | 134.60%-114.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $790 | $2,893-72.7% | $2,122-62.8% | $4,761-83.4% |
| Participant deferral / active EE | $2,706 | $4,128-34.4% | $3,373-19.8% | $5,982-54.8% |
| Admin fee / account holder | $444 | $8,041-94.5% | $5,959-92.5% | $11,246-96.1% |