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 | $36,508 | $112,096-67.4% | $95,952-62.0% | $158,922-77.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 20.15% | 171.09%-150.9pp | 91.61%-71.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,703 | $3,198-46.8% | $2,541-33.0% | $4,761-64.2% |
| Participant deferral / active EE | $4,403 | $4,784-8.0% | $4,167+5.7% | $5,982-26.4% |
| Admin fee / account holder | $2,389 | $10,130-76.4% | $6,795-64.9% | $11,246-78.8% |