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 | $28,523 | $154,117-81.5% | $129,995-78.1% | $139,434-79.5% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 11.70% | 32.48%-20.8pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,953 | $5,289-63.1% | $4,320-54.8% | $4,751-58.9% |
| Participant deferral / active EE | $3,556 | $6,710-47.0% | $5,820-38.9% | $6,710-47.0% |
| Admin fee / account holder | $2,998 | $14,007-78.6% | $10,614-71.8% | $11,403-73.7% |