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 | $20,676 | $55,706-62.9% | $75,886-72.8% | $72,985-71.7% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.3%+22.6pp | 69.5%+22.4pp |
| Annual return | 32.53% | 27.59%+4.9pp | 30.76%+1.8pp | 81.00%-48.5pp |
| Employer contribution / active EE | $4,750 | $1,687+181.6% | $2,500+90.0% | $2,440+94.7% |
| Participant deferral / active EE | $1,499 | $2,634-43.1% | $3,603-58.4% | $3,607-58.5% |
| Admin fee / account holder | $1,409 | $3,978-64.6% | $5,418-74.0% | $5,124-72.5% |