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 | $35,510 | $76,000-53.3% | $154,107-77.0% | $64,186-44.7% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | 10.34% | 30.32%-20.0pp | 735.12%-724.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $867 | $3,351-74.1% | $5,298-83.6% | $2,381-63.6% |
| Participant deferral / active EE | $1,993 | $3,175-37.2% | $5,081-60.8% | $3,470-42.6% |
| Admin fee / account holder | $1,072 | $5,596-80.8% | $13,411-92.0% | $4,888-78.1% |