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 | $20,017 | $77,419-74.1% | $69,455-71.2% | $152,861-86.9% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.4%+12.6pp |
| Annual return | 25.45% | 39.06%-13.6pp | 28.97%-3.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,540 | $3,315-53.6% | $2,779-44.6% | $4,762-67.7% |
| Participant deferral / active EE | $2,522 | $4,414-42.9% | $3,535-28.7% | $5,850-56.9% |
| Admin fee / account holder | $960 | $6,207-84.5% | $3,839-75.0% | $11,596-91.7% |