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 | $36,815 | $90,503-59.3% | $78,689-53.2% | $273,961-86.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 9.41% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,121 | $3,176-33.2% | $2,851-25.6% | $4,869-56.4% |
| Participant deferral / active EE | $3,726 | $3,901-4.5% | $3,517+5.9% | $5,287-29.5% |
| Admin fee / account holder | $407 | $5,263-92.3% | $4,510-91.0% | $10,132-96.0% |