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 | $32,991 | $77,314-57.3% | $177,989-81.5% | $80,856-59.2% |
| Participation rate | 81.6% | 65.7%+15.9pp | 77.1%+4.5pp | 67.6%+14.0pp |
| Annual return | 12.82% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $515 | $2,292-77.5% | $3,949-86.9% | $2,755-81.3% |
| Participant deferral / active EE | $3,886 | $4,411-11.9% | $6,276-38.1% | $4,296-9.5% |
| Admin fee / account holder | $1,051 | $7,191-85.4% | $10,363-89.9% | $6,918-84.8% |