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 | $36,837 | $81,208-54.6% | $98,907-62.8% | $79,858-53.9% |
| Participation rate | 79.1% | 72.5%+6.6pp | 76.0%+3.1pp | 69.6%+9.5pp |
| Annual return | 16.92% | 60.99%-44.1pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $436 | $1,960-77.7% | $2,689-83.8% | $2,471-82.3% |
| Participant deferral / active EE | $2,511 | $3,265-23.1% | $4,244-40.8% | $3,740-32.9% |
| Admin fee / account holder | $7,859 | $6,013+30.7% | $6,642+18.3% | $5,306+48.1% |