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 | $29,760 | $228,332-87.0% | $185,823-84.0% | $158,922-81.3% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 16.28% | 40.80%-24.5pp | 35.95%-19.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,025 | $4,967-79.4% | $4,087-74.9% | $4,761-78.5% |
| Participant deferral / active EE | $7,364 | $6,415+14.8% | $5,632+30.8% | $5,982+23.1% |
| Admin fee / account holder | $3,063 | $11,864-74.2% | $9,500-67.8% | $11,246-72.8% |