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 9-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 | $39,246 | $56,053-30.0% | $75,972-48.3% | $80,856-51.5% |
| Participation rate | 76.0% | 62.0%+14.0pp | 69.1%+6.9pp | 67.6%+8.4pp |
| Annual return | 18.89% | 20.53%-1.6pp | 359.55%-340.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,386 | $1,874-26.0% | $2,685-48.4% | $2,755-49.7% |
| Participant deferral / active EE | $5,283 | $3,052+73.1% | $4,255+24.1% | $4,296+23.0% |
| Admin fee / account holder | $664 | $5,234-87.3% | $6,467-89.7% | $6,918-90.4% |