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 | $34,378 | $109,327-68.6% | $89,391-61.5% | $158,922-78.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 12.02% | 345.68%-333.7pp | 245.62%-233.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,167 | $3,170-63.2% | $2,586-54.9% | $4,761-75.5% |
| Participant deferral / active EE | $2,062 | $4,598-55.2% | $3,890-47.0% | $5,982-65.5% |
| Admin fee / account holder | $2,163 | $6,153-64.9% | $4,881-55.7% | $11,246-80.8% |