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 | $32,949 | $64,839-49.2% | $95,585-65.5% | $84,808-61.1% |
| Participation rate | 97.2% | 63.8%+33.4pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | 15.52% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,252 | $1,759+141.7% | $2,527+68.3% | $2,631+61.6% |
| Participant deferral / active EE | $5,162 | $2,965+74.1% | $4,023+28.3% | $4,212+22.6% |
| Admin fee / account holder | $4,327 | $5,964-27.5% | $6,127-29.4% | $7,344-41.1% |