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 | $35,448 | $90,503-60.8% | $78,689-55.0% | $273,961-87.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 3.55% | 75.60%-72.1pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,608 | $3,176-49.4% | $2,851-43.6% | $4,869-67.0% |
| Participant deferral / active EE | $3,122 | $3,901-20.0% | $3,517-11.2% | $5,287-41.0% |
| Admin fee / account holder | $410 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |