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 | $25,548 | $85,022-70.0% | $70,515-63.8% | $139,434-81.7% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.3%+27.1pp | 80.3%+15.1pp |
| Annual return | 20.01% | 30.38%-10.4pp | 32.77%-12.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,781 | $3,909-54.4% | $2,973-40.1% | $4,751-62.5% |
| Participant deferral / active EE | $5,765 | $5,890-2.1% | $4,567+26.2% | $6,710-14.1% |
| Admin fee / account holder | $314 | $8,906-96.5% | $6,412-95.1% | $11,403-97.3% |