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 | $41,262 | $91,190-54.8% | $178,490-76.9% | $79,858-48.3% |
| Participation rate | 75.7% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.0pp |
| Annual return | 11.24% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,398 | $3,256-57.0% | $5,011-72.1% | $2,471-43.4% |
| Participant deferral / active EE | $2,718 | $3,236-16.0% | $5,202-47.7% | $3,740-27.3% |
| Admin fee / account holder | $1,960 | $6,751-71.0% | $13,984-86.0% | $5,306-63.1% |