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 | $41,020 | $78,672-47.9% | $109,143-62.4% | $85,850-52.2% |
| Participation rate | 98.4% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.1pp |
| Annual return | 20.88% | 25.09%-4.2pp | 25.75%-4.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,109 | $2,735-59.4% | $3,722-70.2% | $2,565-56.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,800 | $5,469-48.8% | $6,752-58.5% | $6,260-55.3% |