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 | $29,859 | $81,632-63.4% | $70,449-57.6% | $158,922-81.2% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 26.66% | 208.40%-181.7pp | 109.03%-82.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $758 | $3,217-76.4% | $2,737-72.3% | $4,761-84.1% |
| Participant deferral / active EE | $4,221 | $4,554-7.3% | $3,709+13.8% | $5,982-29.4% |
| Admin fee / account holder | $417 | $6,193-93.3% | $3,845-89.1% | $11,246-96.3% |