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 | $25,457 | $77,899-67.3% | $149,673-83.0% | $75,163-66.1% |
| Participation rate | 89.8% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.6pp |
| Annual return | 13.98% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,315 | $3,137-58.1% | $4,818-72.7% | $2,670-50.8% |
| Participant deferral / active EE | $2,494 | $3,411-26.9% | $5,680-56.1% | $4,125-39.6% |
| Admin fee / account holder | $383 | $5,956-93.6% | $13,210-97.1% | $5,651-93.2% |