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 | $32,030 | $115,770-72.3% | $101,248-68.4% | $158,922-79.8% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 12.40% | 56.14%-43.7pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,705 | $4,175-59.2% | $3,660-53.4% | $4,761-64.2% |
| Participant deferral / active EE | $3,872 | $4,957-21.9% | $4,370-11.4% | $5,982-35.3% |
| Admin fee / account holder | $1,420 | $7,245-80.4% | $5,945-76.1% | $11,246-87.4% |