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 | $42,296 | $105,859-60.0% | $90,160-53.1% | $147,584-71.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.35% | 37.63%-25.3pp | 34.88%-22.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,206 | $4,126-70.8% | $3,318-63.7% | $4,876-75.3% |
| Participant deferral / active EE | $3,230 | $5,733-43.7% | $5,288-38.9% | $5,439-40.6% |
| Admin fee / account holder | $1,123 | $8,046-86.0% | $5,943-81.1% | $10,885-89.7% |