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 | $43,958 | $124,185-64.6% | $108,410-59.5% | $167,490-73.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 15.52% | 1379.64%-1364.1pp | 905.27%-889.8pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,706 | $4,187-59.3% | $3,558-52.1% | $4,837-64.7% |
| Participant deferral / active EE | $4,705 | $6,908-31.9% | $6,563-28.3% | $6,341-25.8% |
| Admin fee / account holder | $1,428 | $9,455-84.9% | $7,295-80.4% | $12,309-88.4% |