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 | $39,374 | $127,777-69.2% | $106,548-63.0% | $167,490-76.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 12.68% | 33.87%-21.2pp | 26.80%-14.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,204 | $3,427-35.7% | $2,819-21.8% | $4,837-54.4% |
| Participant deferral / active EE | $3,296 | $5,087-35.2% | $4,398-25.1% | $6,341-48.0% |
| Admin fee / account holder | $3,383 | $11,228-69.9% | $7,407-54.3% | $12,309-72.5% |