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 | $51,038 | $53,127-3.9% | $86,590-41.1% | $70,131-27.2% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 16.56% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $345 | $2,068-83.3% | $2,839-87.8% | $2,342-85.3% |
| Participant deferral / active EE | $2,309 | $2,696-14.3% | $3,609-36.0% | $3,332-30.7% |
| Admin fee / account holder | $925 | $3,585-74.2% | $4,906-81.2% | $4,645-80.1% |