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 | $34,113 | $107,334-68.2% | $92,893-63.3% | $152,861-77.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 20.34% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,084 | $4,221-74.3% | $3,653-70.3% | $4,762-77.2% |
| Participant deferral / active EE | $3,613 | $4,845-25.4% | $4,236-14.7% | $5,850-38.2% |
| Admin fee / account holder | $389 | $7,079-94.5% | $5,794-93.3% | $11,596-96.6% |