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 | $37,347 | $95,416-60.9% | $185,823-79.9% | $85,850-56.5% |
| Participation rate | 82.7% | 68.8%+13.9pp | 81.7%+1.0pp | 69.3%+13.4pp |
| Annual return | 22.84% | 23.59%-0.7pp | 122.05%-99.2pp | 318.53%-295.7pp |
| Employer contribution / active EE | $1,203 | $3,314-63.7% | $5,167-76.7% | $2,565-53.1% |
| Participant deferral / active EE | $3,736 | $3,423+9.1% | $5,568-32.9% | $3,952-5.5% |
| Admin fee / account holder | $619 | $7,213-91.4% | $16,237-96.2% | $6,260-90.1% |