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 | $63,271 | $112,881-43.9% | $90,951-30.4% | $158,922-60.2% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.4pp | 82.0%+4.4pp |
| Annual return | 8.17% | 215.79%-207.6pp | 134.60%-126.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $797 | $2,893-72.5% | $2,122-62.4% | $4,761-83.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $446 | $8,041-94.4% | $5,959-92.5% | $11,246-96.0% |