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 | $39,003 | $226,064-82.7% | $182,532-78.6% | $152,861-74.5% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 19.05% | 192.51%-173.5pp | 148.54%-129.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,816 | $4,978-63.5% | $4,076-55.5% | $4,762-61.9% |
| Participant deferral / active EE | $3,176 | $6,368-50.1% | $5,524-42.5% | $5,850-45.7% |
| Admin fee / account holder | $357 | $10,703-96.7% | $8,592-95.8% | $11,596-96.9% |