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 | $34,618 | $48,046-27.9% | $84,611-59.1% | $72,985-52.6% |
| Participation rate | 77.4% | 57.6%+19.8pp | 68.2%+9.1pp | 69.5%+7.9pp |
| Annual return | 24.39% | 37.38%-13.0pp | 258.74%-234.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $697 | $1,602-56.5% | $2,652-73.7% | $2,440-71.5% |
| Participant deferral / active EE | $1,987 | $2,680-25.9% | $3,899-49.0% | $3,607-44.9% |
| Admin fee / account holder | $986 | $3,395-70.9% | $4,912-79.9% | $5,124-80.8% |