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 | $42,663 | $99,652-57.2% | $78,778-45.8% | $147,584-71.1% |
| Participation rate | 81.0% | 76.2%+4.7pp | 69.2%+11.8pp | 82.8%-1.9pp |
| Annual return | 17.70% | 47.28%-29.6pp | 35.62%-17.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $443 | $2,796-84.1% | $1,986-77.7% | $4,876-90.9% |
| Participant deferral / active EE | $1,330 | $3,664-63.7% | $2,958-55.1% | $5,439-75.6% |
| Admin fee / account holder | $964 | $7,155-86.5% | $5,134-81.2% | $10,885-91.1% |