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 | $34,055 | $90,348-62.3% | $75,972-55.2% | $145,922-76.7% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.1%+9.5pp | 80.3%-1.7pp |
| Annual return | 10.99% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $586 | $3,311-82.3% | $2,685-78.2% | $4,660-87.4% |
| Participant deferral / active EE | $4,303 | $5,162-16.6% | $4,255+1.1% | $6,688-35.7% |
| Admin fee / account holder | $1,874 | $8,467-77.9% | $6,467-71.0% | $13,397-86.0% |