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 | $42,953 | $109,327-60.7% | $89,391-51.9% | $158,922-73.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 17.99% | 345.68%-327.7pp | 245.62%-227.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $450 | $3,170-85.8% | $2,586-82.6% | $4,761-90.5% |
| Participant deferral / active EE | $3,000 | $4,598-34.8% | $3,890-22.9% | $5,982-49.8% |
| Admin fee / account holder | $336 | $6,153-94.5% | $4,881-93.1% | $11,246-97.0% |