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 | $31,816 | $102,966-69.1% | $90,281-64.8% | $152,861-79.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 23.29% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,245 | $3,139-60.3% | $2,854-56.4% | $4,762-73.9% |
| Participant deferral / active EE | $4,479 | $4,281+4.6% | $3,885+15.3% | $5,850-23.4% |
| Admin fee / account holder | $20,936 | $6,171+239.3% | $5,351+291.2% | $11,596+80.5% |