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 | $45,751 | $85,022-46.2% | $70,515-35.1% | $139,434-67.2% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 17.15% | 30.38%-13.2pp | 32.77%-15.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $835 | $3,909-78.6% | $2,973-71.9% | $4,751-82.4% |
| Participant deferral / active EE | $1,244 | $5,890-78.9% | $4,567-72.8% | $6,710-81.5% |
| Admin fee / account holder | $330 | $8,906-96.3% | $6,412-94.9% | $11,403-97.1% |