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 | $31,465 | $116,175-72.9% | $93,606-66.4% | $152,861-79.4% |
| Participation rate | 94.4% | 78.0%+16.4pp | 75.8%+18.6pp | 82.4%+12.0pp |
| Annual return | 21.14% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,091 | $3,218-35.0% | $2,718-23.1% | $4,762-56.1% |
| Participant deferral / active EE | $2,934 | $4,603-36.3% | $4,069-27.9% | $5,850-49.8% |
| Admin fee / account holder | $1,046 | $10,748-90.3% | $7,888-86.7% | $11,596-91.0% |