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 | $33,182 | $85,202-61.1% | $172,739-80.8% | $72,985-54.5% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 18.83% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,941 | $3,324-41.6% | $5,143-62.3% | $2,440-20.4% |
| Participant deferral / active EE | $2,885 | $3,260-11.5% | $5,198-44.5% | $3,607-20.0% |
| Admin fee / account holder | $4,826 | $5,884-18.0% | $13,954-65.4% | $5,124-5.8% |