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 | $28,181 | $91,190-69.1% | $178,490-84.2% | $79,858-64.7% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 22.74% | 24.19%-1.5pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $3,799 | $3,256+16.7% | $5,011-24.2% | $2,471+53.8% |
| Participant deferral / active EE | $3,504 | $3,236+8.3% | $5,202-32.6% | $3,740-6.3% |
| Admin fee / account holder | $1,244 | $6,751-81.6% | $13,984-91.1% | $5,306-76.6% |