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 | $39,980 | $99,020-59.6% | $86,590-53.8% | $147,584-72.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.65% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,298 | $3,132-26.6% | $2,839-19.1% | $4,876-52.9% |
| Participant deferral / active EE | $3,086 | $3,972-22.3% | $3,609-14.5% | $5,439-43.3% |
| Admin fee / account holder | $5,879 | $5,710+3.0% | $4,906+19.8% | $10,885-46.0% |