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 | $41,439 | $165,984-75.0% | $164,813-74.9% | $145,922-71.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.18% | 100.03%-87.9pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,654 | $5,273-68.6% | $4,341-61.9% | $4,660-64.5% |
| Participant deferral / active EE | $3,303 | $6,959-52.5% | $6,031-45.2% | $6,688-50.6% |
| Admin fee / account holder | $870 | $16,648-94.8% | $12,690-93.1% | $13,397-93.5% |