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 | $39,637 | $112,881-64.9% | $90,951-56.4% | $158,922-75.1% |
| Participation rate | 70.8% | 74.7%-3.9pp | 69.0%+1.8pp | 82.0%-11.1pp |
| Annual return | 5.53% | 215.79%-210.3pp | 134.60%-129.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $749 | $2,893-74.1% | $2,122-64.7% | $4,761-84.3% |
| Participant deferral / active EE | $1,154 | $4,128-72.1% | $3,373-65.8% | $5,982-80.7% |
| Admin fee / account holder | $2,330 | $8,041-71.0% | $5,959-60.9% | $11,246-79.3% |