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 | $46,879 | $85,766-45.3% | $136,294-65.6% | $70,131-33.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 19.28% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,021 | $2,966-31.9% | $4,695-57.0% | $2,342-13.7% |
| Participant deferral / active EE | $9,330 | $5,051+84.7% | $6,247+49.3% | $3,332+180.0% |
| Admin fee / account holder | $4,270 | $5,420-21.2% | $9,243-53.8% | $4,645-8.1% |