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 | $40,880 | $104,664-60.9% | $85,682-52.3% | $167,490-75.6% |
| Participation rate | 95.5% | 76.4%+19.1pp | 69.9%+25.6pp | 82.1%+13.3pp |
| Annual return | 12.55% | 21.45%-8.9pp | 21.49%-8.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,138 | $3,337-65.9% | $2,618-56.5% | $4,837-76.5% |
| Participant deferral / active EE | $3,179 | $4,824-34.1% | $3,923-19.0% | $6,341-49.9% |
| Admin fee / account holder | $1,152 | $10,032-88.5% | $6,873-83.2% | $12,309-90.6% |