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 | $40,070 | $60,124-33.4% | $90,404-55.7% | $79,858-49.8% |
| Participation rate | 70.6% | 65.0%+5.6pp | 72.7%-2.1pp | 69.6%+1.0pp |
| Annual return | 23.83% | 71.94%-48.1pp | 1293.02%-1269.2pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,468 | $2,068-29.0% | $3,262-55.0% | $2,471-40.6% |
| Participant deferral / active EE | $2,192 | $2,938-25.4% | $3,963-44.7% | $3,740-41.4% |
| Admin fee / account holder | $691 | $3,976-82.6% | $5,611-87.7% | $5,306-87.0% |