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 | $36,668 | $99,652-63.2% | $78,778-53.5% | $147,584-75.2% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 12.07% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $799 | $2,796-71.4% | $1,986-59.8% | $4,876-83.6% |
| Participant deferral / active EE | $1,930 | $3,664-47.3% | $2,958-34.8% | $5,439-64.5% |
| Admin fee / account holder | $2,148 | $7,155-70.0% | $5,134-58.2% | $10,885-80.3% |