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 | $34,697 | $91,552-62.1% | $133,956-74.1% | $79,858-56.6% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | 17.67% | 61.85%-44.2pp | 45.09%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,599 | $2,384-32.9% | $3,919-59.2% | $2,471-35.3% |
| Participant deferral / active EE | $5,190 | $3,733+39.0% | $5,048+2.8% | $3,740+38.8% |
| Admin fee / account holder | $702 | $6,321-88.9% | $8,927-92.1% | $5,306-86.8% |