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 | $40,232 | $99,985-59.8% | $146,665-72.6% | $85,850-53.1% |
| Participation rate | 83.9% | 73.1%+10.8pp | 80.1%+3.8pp | 69.3%+14.6pp |
| Annual return | 17.19% | 18.93%-1.7pp | 22.74%-5.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,258 | $2,559-50.8% | $4,136-69.6% | $2,565-51.0% |
| Participant deferral / active EE | $3,032 | $4,006-24.3% | $5,506-44.9% | $3,952-23.3% |
| Admin fee / account holder | $1,486 | $7,702-80.7% | $10,280-85.5% | $6,260-76.3% |