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 | $43,071 | $108,919-60.5% | $100,391-57.1% | $145,922-70.5% |
| Participation rate | 87.0% | 82.9%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 14.20% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,732 | $4,419-60.8% | $3,942-56.1% | $4,660-62.8% |
| Participant deferral / active EE | $5,923 | $8,445-29.9% | $8,082-26.7% | $6,688-11.4% |
| Admin fee / account holder | $10,318 | $9,689+6.5% | $7,899+30.6% | $13,397-23.0% |