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 | $34,156 | $81,208-57.9% | $98,907-65.5% | $79,858-57.2% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 17.50% | 60.99%-43.5pp | 196.43%-178.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,313 | $1,960-33.0% | $2,689-51.2% | $2,471-46.8% |
| Participant deferral / active EE | $2,266 | $3,265-30.6% | $4,244-46.6% | $3,740-39.4% |
| Admin fee / account holder | $2,570 | $6,013-57.3% | $6,642-61.3% | $5,306-51.6% |