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 | $42,819 | $89,753-52.3% | $107,525-60.2% | $84,808-49.5% |
| Participation rate | 81.1% | 68.1%+13.1pp | 75.1%+6.1pp | 68.3%+12.8pp |
| Annual return | 13.38% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $909 | $3,113-70.8% | $3,754-75.8% | $2,631-65.4% |
| Participant deferral / active EE | $2,000 | $4,056-50.7% | $5,116-60.9% | $4,212-52.5% |
| Admin fee / account holder | $1,690 | $7,222-76.6% | $8,919-81.1% | $7,344-77.0% |