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 | $22,143 | $94,338-76.5% | $100,534-78.0% | $142,382-84.4% |
| Participation rate | 92.9% | 81.7%+11.1pp | 80.6%+12.2pp | 80.1%+12.7pp |
| Annual return | 15.68% | 29.20%-13.5pp | 32.66%-17.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,192 | $4,237-48.3% | $4,346-49.6% | $4,299-49.0% |
| Participant deferral / active EE | $2,655 | $5,934-55.3% | $6,144-56.8% | $6,507-59.2% |
| Admin fee / account holder | $441 | $8,421-94.8% | $7,654-94.2% | $12,624-96.5% |