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 | $38,450 | $89,355-57.0% | $141,162-72.8% | $72,985-47.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 20.76% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,020 | $3,114-35.1% | $4,735-57.3% | $2,440-17.2% |
| Participant deferral / active EE | $3,228 | $5,418-40.4% | $6,709-51.9% | $3,607-10.5% |
| Admin fee / account holder | $3,561 | $5,958-40.2% | $10,261-65.3% | $5,124-30.5% |