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 | $37,371 | $96,128-61.1% | $136,007-72.5% | $80,856-53.8% |
| Participation rate | 71.2% | 71.2%-0.1pp | 76.5%-5.3pp | 67.6%+3.5pp |
| Annual return | 11.90% | 28.71%-16.8pp | 579.32%-567.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,494 | $3,351-55.4% | $4,217-64.6% | $2,755-45.8% |
| Participant deferral / active EE | $2,820 | $5,709-50.6% | $7,025-59.8% | $4,296-34.3% |
| Admin fee / account holder | $4,815 | $8,236-41.5% | $6,858-29.8% | $6,918-30.4% |