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 | $40,130 | $52,681-23.8% | $75,781-47.0% | $59,632-32.7% |
| Participation rate | 93.8% | 67.2%+26.5pp | 75.8%+17.9pp | 68.7%+25.1pp |
| Annual return | -0.92% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $5,795 | $2,193+164.2% | $3,323+74.4% | $2,203+163.1% |
| Participant deferral / active EE | $3,173 | $2,591+22.5% | $3,651-13.1% | $3,192-0.6% |
| Admin fee / account holder | $1,689 | $3,610-53.2% | $5,299-68.1% | $4,297-60.7% |