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 | $40,027 | $53,127-24.7% | $86,590-53.8% | $70,131-42.9% |
| Participation rate | 85.0% | 65.3%+19.7pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 16.38% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $769 | $2,068-62.8% | $2,839-72.9% | $2,342-67.2% |
| Participant deferral / active EE | $1,830 | $2,696-32.1% | $3,609-49.3% | $3,332-45.1% |
| Admin fee / account holder | $1,185 | $3,585-66.9% | $4,906-75.8% | $4,645-74.5% |