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 | $28,566 | $103,376-72.4% | $87,100-67.2% | $152,861-81.3% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 20.40% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $683 | $3,220-78.8% | $2,521-72.9% | $4,762-85.7% |
| Participant deferral / active EE | $6,520 | $4,778+36.5% | $4,049+61.0% | $5,850+11.4% |
| Admin fee / account holder | $1,286 | $12,205-89.5% | $7,497-82.8% | $11,596-88.9% |