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 8-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 | $40,958 | $111,724-63.3% | $93,606-56.2% | $145,922-71.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 15.08% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $626 | $3,090-79.7% | $2,420-74.1% | $4,660-86.6% |
| Participant deferral / active EE | $2,609 | $4,912-46.9% | $4,411-40.9% | $6,688-61.0% |
| Admin fee / account holder | $3,866 | $10,250-62.3% | $8,285-53.3% | $13,397-71.1% |