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 | $29,493 | $85,766-65.6% | $136,294-78.4% | $70,131-57.9% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 15.13% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $914 | $2,966-69.2% | $4,695-80.5% | $2,342-61.0% |
| Participant deferral / active EE | $2,352 | $5,051-53.4% | $6,247-62.4% | $3,332-29.4% |
| Admin fee / account holder | $3,796 | $5,420-30.0% | $9,243-58.9% | $4,645-18.3% |