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 | $40,315 | $104,974-61.6% | $95,585-57.8% | $142,382-71.7% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 13.49% | 210.33%-196.8pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,629 | $2,779-41.4% | $2,527-35.5% | $4,299-62.1% |
| Participant deferral / active EE | $2,363 | $4,352-45.7% | $4,023-41.3% | $6,507-63.7% |
| Admin fee / account holder | $1,736 | $6,386-72.8% | $6,127-71.7% | $12,624-86.2% |