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 | $40,270 | $99,020-59.3% | $86,590-53.5% | $147,584-72.7% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 9.70% | 1312.34%-1302.6pp | 964.84%-955.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,124 | $3,132-64.1% | $2,839-60.4% | $4,876-76.9% |
| Participant deferral / active EE | $1,481 | $3,972-62.7% | $3,609-59.0% | $5,439-72.8% |
| Admin fee / account holder | $2,267 | $5,710-60.3% | $4,906-53.8% | $10,885-79.2% |