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 | $31,233 | $217,402-85.6% | $185,823-83.2% | $167,490-81.4% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 19.95% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,640 | $5,873-72.1% | $5,167-68.3% | $4,837-66.1% |
| Participant deferral / active EE | $3,212 | $6,356-49.5% | $5,568-42.3% | $6,341-49.4% |
| Admin fee / account holder | $1,942 | $19,811-90.2% | $16,237-88.0% | $12,309-84.2% |