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 | $32,537 | $109,327-70.2% | $89,391-63.6% | $158,922-79.5% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 17.05% | 345.68%-328.6pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,613 | $3,170-49.1% | $2,586-37.6% | $4,761-66.1% |
| Participant deferral / active EE | $1,613 | $4,598-64.9% | $3,890-58.5% | $5,982-73.0% |
| Admin fee / account holder | $3,100 | $6,153-49.6% | $4,881-36.5% | $11,246-72.4% |