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 | $32,695 | $99,079-67.0% | $77,999-58.1% | $273,961-88.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 3.54% | 217.93%-214.4pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,207 | $3,308-63.5% | $2,470-51.1% | $4,869-75.2% |
| Participant deferral / active EE | $3,054 | $4,306-29.1% | $3,497-12.7% | $5,287-42.2% |
| Admin fee / account holder | $428 | $8,954-95.2% | $5,480-92.2% | $10,132-95.8% |