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 | $35,487 | $107,334-66.9% | $92,893-61.8% | $152,861-76.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 20.72% | 145.58%-124.9pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,334 | $4,221-68.4% | $3,653-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $2,612 | $4,845-46.1% | $4,236-38.4% | $5,850-55.4% |
| Admin fee / account holder | $426 | $7,079-94.0% | $5,794-92.6% | $11,596-96.3% |