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 | $32,891 | $116,175-71.7% | $93,606-64.9% | $152,861-78.5% |
| Participation rate | 95.0% | 78.0%+17.0pp | 75.8%+19.2pp | 82.4%+12.6pp |
| Annual return | 16.71% | 35.96%-19.3pp | 32.76%-16.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,389 | $3,218-56.8% | $2,718-48.9% | $4,762-70.8% |
| Participant deferral / active EE | $3,957 | $4,603-14.0% | $4,069-2.8% | $5,850-32.4% |
| Admin fee / account holder | $389 | $10,748-96.4% | $7,888-95.1% | $11,596-96.6% |