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 | $30,614 | $109,881-72.1% | $150,045-79.6% | $84,808-63.9% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 23.38% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,313 | $3,561-35.1% | $4,693-50.7% | $2,631-12.1% |
| Participant deferral / active EE | $7,863 | $6,636+18.5% | $7,997-1.7% | $4,212+86.7% |
| Admin fee / account holder | $1,838 | $8,568-78.5% | $13,435-86.3% | $7,344-75.0% |