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 | $31,709 | $102,966-69.2% | $90,281-64.9% | $152,861-79.3% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 23.69% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,502 | $3,139-52.1% | $2,854-47.4% | $4,762-68.5% |
| Participant deferral / active EE | $3,345 | $4,281-21.9% | $3,885-13.9% | $5,850-42.8% |
| Admin fee / account holder | $3,145 | $6,171-49.0% | $5,351-41.2% | $11,596-72.9% |