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 | $20,589 | $110,257-81.3% | $96,544-78.7% | $139,434-85.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 21.99% | 26.32%-4.3pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,751-63.5% |
| Participant deferral / active EE | $3,981 | $5,548-28.2% | $4,851-17.9% | $6,710-40.7% |
| Admin fee / account holder | $330 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |