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 | $28,488 | $48,795-41.6% | $65,493-56.5% | $84,808-66.4% |
| Participation rate | 83.6% | 67.0%+16.6pp | 73.1%+10.5pp | 68.3%+15.3pp |
| Annual return | 13.67% | 20.20%-6.5pp | 982.45%-968.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,277 | $1,930-33.8% | $2,574-50.4% | $2,631-51.5% |
| Participant deferral / active EE | $3,166 | $2,928+8.1% | $3,961-20.1% | $4,212-24.8% |
| Admin fee / account holder | $431 | $3,877-88.9% | $5,028-91.4% | $7,344-94.1% |