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 | $38,885 | $84,149-53.8% | $76,080-48.9% | $167,490-76.8% |
| Participation rate | 90.5% | 84.9%+5.6pp | 79.4%+11.0pp | 82.1%+8.4pp |
| Annual return | 11.66% | 54.99%-43.3pp | 42.50%-30.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,040 | $4,618-55.8% | $3,962-48.5% | $4,837-57.8% |
| Participant deferral / active EE | $2,592 | $5,796-55.3% | $4,905-47.2% | $6,341-59.1% |
| Admin fee / account holder | $4,259 | $6,410-33.6% | $4,883-12.8% | $12,309-65.4% |