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 | $36,145 | $98,240-63.2% | $82,313-56.1% | $147,584-75.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 18.64% | 30.85%-12.2pp | 25.88%-7.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,207 | $3,192-62.2% | $2,428-50.3% | $4,876-75.3% |
| Participant deferral / active EE | $3,435 | $4,383-21.6% | $3,706-7.3% | $5,439-36.8% |
| Admin fee / account holder | $411 | $8,563-95.2% | $5,608-92.7% | $10,885-96.2% |