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 | $33,177 | $89,355-62.9% | $141,162-76.5% | $72,985-54.5% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 20.45% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,693 | $3,114-13.5% | $4,735-43.1% | $2,440+10.4% |
| Participant deferral / active EE | $12,667 | $5,418+133.8% | $6,709+88.8% | $3,607+251.1% |
| Admin fee / account holder | $9,267 | $5,958+55.5% | $10,261-9.7% | $5,124+80.8% |