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 | $34,201 | $124,319-72.5% | $111,297-69.3% | $167,490-79.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 23.57% | 37.44%-13.9pp | 54.65%-31.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,577 | $3,435-54.1% | $2,731-42.3% | $4,837-67.4% |
| Participant deferral / active EE | $3,221 | $5,180-37.8% | $4,487-28.2% | $6,341-49.2% |
| Admin fee / account holder | $4,018 | $10,618-62.2% | $7,964-49.5% | $12,309-67.4% |