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 | $29,327 | $98,240-70.1% | $82,313-64.4% | $147,584-80.1% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 39.37% | 30.85%+8.5pp | 25.88%+13.5pp | 578.55%-539.2pp |
| Employer contribution / active EE | $1,693 | $3,192-47.0% | $2,428-30.3% | $4,876-65.3% |
| Participant deferral / active EE | $4,058 | $4,383-7.4% | $3,706+9.5% | $5,439-25.4% |
| Admin fee / account holder | $2,746 | $8,563-67.9% | $5,608-51.0% | $10,885-74.8% |