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 | $38,584 | $85,022-54.6% | $70,515-45.3% | $139,434-72.3% |
| Participation rate | 72.2% | 73.9%-1.7pp | 68.3%+3.9pp | 80.3%-8.1pp |
| Annual return | 17.27% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $598 | $3,909-84.7% | $2,973-79.9% | $4,751-87.4% |
| Participant deferral / active EE | $2,543 | $5,890-56.8% | $4,567-44.3% | $6,710-62.1% |
| Admin fee / account holder | $325 | $8,906-96.3% | $6,412-94.9% | $11,403-97.1% |