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 | $39,980 | $91,552-56.3% | $133,956-70.2% | $79,858-49.9% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 14.16% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,022 | $2,384-57.1% | $3,919-73.9% | $2,471-58.7% |
| Participant deferral / active EE | $2,571 | $3,733-31.1% | $5,048-49.1% | $3,740-31.3% |
| Admin fee / account holder | $342 | $6,321-94.6% | $8,927-96.2% | $5,306-93.6% |