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 | $32,829 | $48,795-32.7% | $65,493-49.9% | $84,808-61.3% |
| Participation rate | 78.8% | 67.0%+11.9pp | 73.1%+5.8pp | 68.3%+10.5pp |
| Annual return | 18.91% | 20.20%-1.3pp | 982.45%-963.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,674 | $1,930-13.3% | $2,574-35.0% | $2,631-36.4% |
| Participant deferral / active EE | $3,901 | $2,928+33.2% | $3,961-1.5% | $4,212-7.4% |
| Admin fee / account holder | $6,615 | $3,877+70.6% | $5,028+31.6% | $7,344-9.9% |