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 | $41,490 | $104,664-60.4% | $85,682-51.6% | $167,490-75.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 12.68% | 21.45%-8.8pp | 21.49%-8.8pp | 478.56%-465.9pp |
| Employer contribution / active EE | $801 | $3,337-76.0% | $2,618-69.4% | $4,837-83.4% |
| Participant deferral / active EE | $1,564 | $4,824-67.6% | $3,923-60.1% | $6,341-75.3% |
| Admin fee / account holder | $1,724 | $10,032-82.8% | $6,873-74.9% | $12,309-86.0% |