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 | $33,667 | $98,240-65.7% | $82,313-59.1% | $147,584-77.2% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 14.47% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,194 | $3,192+0.1% | $2,428+31.5% | $4,876-34.5% |
| Participant deferral / active EE | $9,812 | $4,383+123.9% | $3,706+164.8% | $5,439+80.4% |
| Admin fee / account holder | $4,402 | $8,563-48.6% | $5,608-21.5% | $10,885-59.6% |