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 | $32,961 | $54,705-39.7% | $71,209-53.7% | $84,808-61.1% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 19.00% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,120 | $2,158-1.8% | $2,721-22.1% | $2,631-19.4% |
| Participant deferral / active EE | $2,815 | $3,030-7.1% | $4,175-32.6% | $4,212-33.2% |
| Admin fee / account holder | $5,305 | $4,863+9.1% | $5,349-0.8% | $7,344-27.8% |