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 | $29,907 | $84,233-64.5% | $170,442-82.5% | $70,131-57.4% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 17.67% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,497 | $3,387-55.8% | $5,433-72.4% | $2,342-36.1% |
| Participant deferral / active EE | $3,090 | $3,086+0.1% | $4,939-37.4% | $3,332-7.2% |
| Admin fee / account holder | $890 | $5,698-84.4% | $13,880-93.6% | $4,645-80.8% |