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 | $57,795 | $100,901-42.7% | $75,670-23.6% | $147,584-60.8% |
| Participation rate | 82.4% | 77.1%+5.2pp | 72.3%+10.0pp | 82.8%-0.5pp |
| Annual return | 15.31% | 35.78%-20.5pp | 27.34%-12.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $332 | $3,253-89.8% | $2,352-85.9% | $4,876-93.2% |
| Participant deferral / active EE | $3,418 | $4,027-15.1% | $3,142+8.8% | $5,439-37.2% |
| Admin fee / account holder | $1,106 | $11,285-90.2% | $5,800-80.9% | $10,885-89.8% |