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 | $51,076 | $85,022-39.9% | $70,515-27.6% | $139,434-63.4% |
| Participation rate | 72.2% | 73.9%-1.7pp | 68.3%+3.9pp | 80.3%-8.1pp |
| Annual return | 29.82% | 30.38%-0.6pp | 32.77%-3.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $713 | $3,909-81.8% | $2,973-76.0% | $4,751-85.0% |
| Participant deferral / active EE | $3,257 | $5,890-44.7% | $4,567-28.7% | $6,710-51.5% |
| Admin fee / account holder | $655 | $8,906-92.6% | $6,412-89.8% | $11,403-94.3% |