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 | $40,570 | $99,918-59.4% | $81,382-50.1% | $145,922-72.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 12.75% | 34.32%-21.6pp | 24.73%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,605 | $2,978+121.8% | $2,463+168.2% | $4,660+41.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $12,093 | $8,212+47.3% | $5,768+109.6% | $13,397-9.7% |