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 | $37,429 | $165,984-77.5% | $164,813-77.3% | $145,922-74.4% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 12.14% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,968 | $5,273-62.7% | $4,341-54.7% | $4,660-57.8% |
| Participant deferral / active EE | $2,962 | $6,959-57.4% | $6,031-50.9% | $6,688-55.7% |
| Admin fee / account holder | $410 | $16,648-97.5% | $12,690-96.8% | $13,397-96.9% |