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 | $33,687 | $112,881-70.2% | $90,951-63.0% | $158,922-78.8% |
| Participation rate | 70.8% | 74.7%-3.9pp | 69.0%+1.8pp | 82.0%-11.1pp |
| Annual return | 12.23% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $742 | $2,893-74.4% | $2,122-65.0% | $4,761-84.4% |
| Participant deferral / active EE | $2,266 | $4,128-45.1% | $3,373-32.8% | $5,982-62.1% |
| Admin fee / account holder | $662 | $8,041-91.8% | $5,959-88.9% | $11,246-94.1% |