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 | $36,605 | $77,899-53.0% | $149,673-75.5% | $75,163-51.3% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.2pp | 67.2%+25.8pp |
| Annual return | 17.56% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,770 | $3,137-43.6% | $4,818-63.3% | $2,670-33.7% |
| Participant deferral / active EE | $2,994 | $3,411-12.2% | $5,680-47.3% | $4,125-27.4% |
| Admin fee / account holder | $4,459 | $5,956-25.1% | $13,210-66.2% | $5,651-21.1% |