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 | $33,702 | $77,899-56.7% | $149,673-77.5% | $75,163-55.2% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 20.81% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,949 | $3,137-37.9% | $4,818-59.6% | $2,670-27.0% |
| Participant deferral / active EE | $3,229 | $3,411-5.3% | $5,680-43.2% | $4,125-21.7% |
| Admin fee / account holder | $1,210 | $5,956-79.7% | $13,210-90.8% | $5,651-78.6% |