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 | $30,559 | $60,124-49.2% | $90,404-66.2% | $79,858-61.7% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 12.84% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,027 | $2,068-50.3% | $3,262-68.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,631 | $2,938-10.4% | $3,963-33.6% | $3,740-29.6% |
| Admin fee / account holder | $1,904 | $3,976-52.1% | $5,611-66.1% | $5,306-64.1% |