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 | $39,232 | $154,117-74.5% | $129,995-69.8% | $139,434-71.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 17.72% | 32.48%-14.8pp | -137.18%+154.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,046 | $5,289-61.3% | $4,320-52.6% | $4,751-56.9% |
| Participant deferral / active EE | $6,370 | $6,710-5.1% | $5,820+9.4% | $6,710-5.1% |
| Admin fee / account holder | $2,138 | $14,007-84.7% | $10,614-79.9% | $11,403-81.2% |