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 | $23,785 | $112,881-78.9% | $90,951-73.8% | $158,922-85.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 8.45% | 215.79%-207.3pp | 134.60%-126.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,456 | $2,893-49.7% | $2,122-31.4% | $4,761-69.4% |
| Participant deferral / active EE | $3,234 | $4,128-21.7% | $3,373-4.1% | $5,982-45.9% |
| Admin fee / account holder | $486 | $8,041-94.0% | $5,959-91.8% | $11,246-95.7% |