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 | $35,276 | $107,934-67.3% | $91,989-61.7% | $152,861-76.9% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 20.07% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,648 | $6,364-27.0% | $5,923-21.5% | $5,850-20.5% |
| Admin fee / account holder | $7,646 | $10,520-27.3% | $7,743-1.2% | $11,596-34.1% |