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 | $38,996 | $78,422-50.3% | $95,952-59.4% | $79,858-51.2% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 12.19% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $671 | $1,945-65.5% | $2,541-73.6% | $2,471-72.8% |
| Participant deferral / active EE | $4,410 | $3,440+28.2% | $4,167+5.8% | $3,740+17.9% |
| Admin fee / account holder | $3,399 | $5,622-39.5% | $6,795-50.0% | $5,306-35.9% |