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 | $41,276 | $99,079-58.3% | $77,999-47.1% | $273,961-84.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 10.74% | 217.93%-207.2pp | 425.96%-415.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,520 | $3,308-54.0% | $2,470-38.5% | $4,869-68.8% |
| Participant deferral / active EE | $2,735 | $4,306-36.5% | $3,497-21.8% | $5,287-48.3% |
| Admin fee / account holder | $673 | $8,954-92.5% | $5,480-87.7% | $10,132-93.4% |