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 | $33,109 | $107,334-69.2% | $92,893-64.4% | $152,861-78.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 20.17% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,274 | $4,221-69.8% | $3,653-65.1% | $4,762-73.2% |
| Participant deferral / active EE | $1,904 | $4,845-60.7% | $4,236-55.1% | $5,850-67.5% |
| Admin fee / account holder | $4,108 | $7,079-42.0% | $5,794-29.1% | $11,596-64.6% |