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 | $32,722 | $77,813-57.9% | $123,544-73.5% | $64,186-49.0% |
| Participation rate | 92.9% | 74.7%+18.2pp | 82.3%+10.6pp | 69.6%+23.4pp |
| Annual return | 1.06% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,412 | $3,014-53.2% | $4,628-69.5% | $2,381-40.7% |
| Participant deferral / active EE | $3,694 | $5,240-29.5% | $6,426-42.5% | $3,470+6.5% |
| Admin fee / account holder | $2,455 | $5,519-55.5% | $9,284-73.6% | $4,888-49.8% |