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 | $43,395 | $102,966-57.9% | $90,281-51.9% | $152,861-71.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 18.19% | 95.16%-77.0pp | 78.10%-59.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,536 | $3,139-51.0% | $2,854-46.2% | $4,762-67.7% |
| Participant deferral / active EE | $2,542 | $4,281-40.6% | $3,885-34.6% | $5,850-56.5% |
| Admin fee / account holder | $3,485 | $6,171-43.5% | $5,351-34.9% | $11,596-69.9% |