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 | $26,491 | $61,156-56.7% | $185,823-85.7% | $79,386-66.6% |
| Participation rate | 70.2% | 66.6%+3.6pp | 81.7%-11.5pp | 70.7%-0.5pp |
| Annual return | 14.38% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $850 | $2,321-63.4% | $5,167-83.6% | $2,427-65.0% |
| Participant deferral / active EE | $2,259 | $2,789-19.0% | $5,568-59.4% | $4,046-44.2% |
| Admin fee / account holder | $2,666 | $710+275.7% | $16,237-83.6% | $626+325.5% |