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 | $45,294 | $89,355-49.3% | $141,162-67.9% | $72,985-37.9% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 25.37% | 111.85%-86.5pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,402 | $3,114-22.9% | $4,735-49.3% | $2,440-1.6% |
| Participant deferral / active EE | $4,924 | $5,418-9.1% | $6,709-26.6% | $3,607+36.5% |
| Admin fee / account holder | $2,716 | $5,958-54.4% | $10,261-73.5% | $5,124-47.0% |