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 | $39,637 | $95,193-58.4% | $76,523-48.2% | $135,375-70.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | 28.33% | 4.85%+23.5pp | -0.27%+28.6pp | 519.73%-491.4pp |
| Employer contribution / active EE | $1,711 | $3,302-48.2% | $2,647-35.4% | $4,779-64.2% |
| Participant deferral / active EE | $4,929 | $4,639+6.2% | $3,835+28.5% | $5,609-12.1% |
| Admin fee / account holder | $439 | $6,249-93.0% | $4,848-91.0% | $10,827-95.9% |