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 | $30,146 | $85,766-64.9% | $136,294-77.9% | $70,131-57.0% |
| Participation rate | 82.9% | 74.2%+8.7pp | 81.9%+0.9pp | 69.5%+13.3pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,113 | $2,966-62.5% | $4,695-76.3% | $2,342-52.5% |
| Participant deferral / active EE | $2,635 | $5,051-47.8% | $6,247-57.8% | $3,332-20.9% |
| Admin fee / account holder | $987 | $5,420-81.8% | $9,243-89.3% | $4,645-78.8% |