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 | $28,031 | $118,849-76.4% | $96,562-71.0% | $167,490-83.3% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 11.05% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,117 | $3,120-64.2% | $2,356-52.6% | $4,837-76.9% |
| Participant deferral / active EE | $2,248 | $4,616-51.3% | $3,849-41.6% | $6,341-64.5% |
| Admin fee / account holder | $3,653 | $8,065-54.7% | $6,181-40.9% | $12,309-70.3% |