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 | $36,464 | $152,587-76.1% | $125,175-70.9% | $152,861-76.1% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.27% | 54.84%-34.6pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,480 | $4,946-70.1% | $3,865-61.7% | $4,762-68.9% |
| Participant deferral / active EE | $4,563 | $5,868-22.2% | $4,937-7.6% | $5,850-22.0% |
| Admin fee / account holder | $10,027 | $13,434-25.4% | $9,702+3.3% | $11,596-13.5% |