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 | $36,539 | $48,046-24.0% | $84,611-56.8% | $72,985-49.9% |
| Participation rate | 71.4% | 57.6%+13.8pp | 68.2%+3.2pp | 69.5%+1.9pp |
| Annual return | 23.23% | 37.38%-14.2pp | 258.74%-235.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $341 | $1,602-78.7% | $2,652-87.1% | $2,440-86.0% |
| Participant deferral / active EE | $2,290 | $2,680-14.6% | $3,899-41.3% | $3,607-36.5% |
| Admin fee / account holder | $2,079 | $3,395-38.8% | $4,912-57.7% | $5,124-59.4% |