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 | $43,824 | $99,652-56.0% | $78,778-44.4% | $147,584-70.3% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.2%+1.6pp | 82.8%-12.0pp |
| Annual return | 13.64% | 47.28%-33.6pp | 35.62%-22.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,302 | $2,796-53.4% | $1,986-34.4% | $4,876-73.3% |
| Participant deferral / active EE | $3,961 | $3,664+8.1% | $2,958+33.9% | $5,439-27.2% |
| Admin fee / account holder | $737 | $7,155-89.7% | $5,134-85.7% | $10,885-93.2% |