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 | $35,390 | $74,888-52.7% | $71,209-50.3% | $142,382-75.1% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 17.64% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $632 | $2,854-77.9% | $2,721-76.8% | $4,299-85.3% |
| Participant deferral / active EE | $2,823 | $4,454-36.6% | $4,175-32.4% | $6,507-56.6% |
| Admin fee / account holder | $406 | $5,568-92.7% | $5,349-92.4% | $12,624-96.8% |