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 | $32,502 | $77,419-58.0% | $69,455-53.2% | $152,861-78.7% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.4%+13.4pp |
| Annual return | 33.00% | 39.06%-6.1pp | 28.97%+4.0pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,191 | $3,315-64.1% | $2,779-57.2% | $4,762-75.0% |
| Participant deferral / active EE | $10,040 | $4,414+127.5% | $3,535+184.0% | $5,850+71.6% |
| Admin fee / account holder | $5,617 | $6,207-9.5% | $3,839+46.3% | $11,596-51.6% |