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 | $30,011 | $85,766-65.0% | $136,294-78.0% | $70,131-57.2% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.7pp | 69.5%+26.0pp |
| Annual return | 20.82% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,309 | $2,966-22.2% | $4,695-50.8% | $2,342-1.4% |
| Participant deferral / active EE | $4,689 | $5,051-7.2% | $6,247-24.9% | $3,332+40.7% |
| Admin fee / account holder | $794 | $5,420-85.4% | $9,243-91.4% | $4,645-82.9% |