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 | $42,057 | $154,117-72.7% | $129,995-67.6% | $139,434-69.8% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 30.65% | 32.48%-1.8pp | -137.18%+167.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,561 | $5,289-70.5% | $4,320-63.9% | $4,751-67.1% |
| Participant deferral / active EE | $2,932 | $6,710-56.3% | $5,820-49.6% | $6,710-56.3% |
| Admin fee / account holder | $885 | $14,007-93.7% | $10,614-91.7% | $11,403-92.2% |