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 | $29,365 | $81,208-63.8% | $98,907-70.3% | $79,858-63.2% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 37.62% | 60.99%-23.4pp | 196.43%-158.8pp | 31.71%+5.9pp |
| Employer contribution / active EE | $1,624 | $1,960-17.2% | $2,689-39.6% | $2,471-34.3% |
| Participant deferral / active EE | $2,854 | $3,265-12.6% | $4,244-32.8% | $3,740-23.7% |
| Admin fee / account holder | $1,701 | $6,013-71.7% | $6,642-74.4% | $5,306-67.9% |