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 | $35,900 | $95,416-62.4% | $185,823-80.7% | $85,850-58.2% |
| Participation rate | 83.6% | 68.8%+14.8pp | 81.7%+1.9pp | 69.3%+14.2pp |
| Annual return | 26.37% | 23.59%+2.8pp | 122.05%-95.7pp | 318.53%-292.2pp |
| Employer contribution / active EE | $797 | $3,314-75.9% | $5,167-84.6% | $2,565-68.9% |
| Participant deferral / active EE | $1,674 | $3,423-51.1% | $5,568-69.9% | $3,952-57.6% |
| Admin fee / account holder | $1,742 | $7,213-75.9% | $16,237-89.3% | $6,260-72.2% |