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 | $37,896 | $152,587-75.2% | $125,175-69.7% | $152,861-75.2% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 19.56% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,646 | $4,946-66.7% | $3,865-57.4% | $4,762-65.4% |
| Participant deferral / active EE | $4,571 | $5,868-22.1% | $4,937-7.4% | $5,850-21.9% |
| Admin fee / account holder | $4,935 | $13,434-63.3% | $9,702-49.1% | $11,596-57.4% |