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 | $20,038 | $51,175-60.8% | $70,515-71.6% | $75,163-73.3% |
| Participation rate | 98.5% | 60.9%+37.6pp | 68.3%+30.2pp | 67.2%+31.3pp |
| Annual return | 16.32% | 30.02%-13.7pp | 32.77%-16.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,049 | $1,826+121.7% | $2,973+36.2% | $2,670+51.7% |
| Participant deferral / active EE | $3,541 | $2,849+24.3% | $4,567-22.5% | $4,125-14.2% |
| Admin fee / account holder | $1,078 | $4,091-73.6% | $6,412-83.2% | $5,651-80.9% |