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 | $39,968 | $112,881-64.6% | $90,951-56.1% | $158,922-74.9% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 17.72% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,710 | $2,893-40.9% | $2,122-19.4% | $4,761-64.1% |
| Participant deferral / active EE | $3,166 | $4,128-23.3% | $3,373-6.1% | $5,982-47.1% |
| Admin fee / account holder | $891 | $8,041-88.9% | $5,959-85.0% | $11,246-92.1% |