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 | $35,899 | $89,355-59.8% | $141,162-74.6% | $72,985-50.8% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 84.29% | 111.85%-27.6pp | 71.39%+12.9pp | 81.00%+3.3pp |
| Employer contribution / active EE | $1,990 | $3,114-36.1% | $4,735-58.0% | $2,440-18.4% |
| Participant deferral / active EE | $6,589 | $5,418+21.6% | $6,709-1.8% | $3,607+82.7% |
| Admin fee / account holder | $3,431 | $5,958-42.4% | $10,261-66.6% | $5,124-33.0% |