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 | $33,844 | $89,753-62.3% | $107,525-68.5% | $84,808-60.1% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 13.55% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,295 | $3,113-58.4% | $3,754-65.5% | $2,631-50.8% |
| Participant deferral / active EE | $3,551 | $4,056-12.5% | $5,116-30.6% | $4,212-15.7% |
| Admin fee / account holder | $1,921 | $7,222-73.4% | $8,919-78.5% | $7,344-73.8% |