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 | $31,152 | $117,841-73.6% | $102,423-69.6% | $145,922-78.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 14.27% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,183 | $3,615-67.3% | $3,023-60.9% | $4,660-74.6% |
| Participant deferral / active EE | $2,224 | $5,731-61.2% | $5,053-56.0% | $6,688-66.7% |
| Admin fee / account holder | $5,526 | $13,326-58.5% | $9,451-41.5% | $13,397-58.8% |