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 | $51,190 | $98,240-47.9% | $82,313-37.8% | $147,584-65.3% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 15.37% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $721 | $3,192-77.4% | $2,428-70.3% | $4,876-85.2% |
| Participant deferral / active EE | $2,511 | $4,383-42.7% | $3,706-32.3% | $5,439-53.8% |
| Admin fee / account holder | $645 | $8,563-92.5% | $5,608-88.5% | $10,885-94.1% |