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 | $29,258 | $51,576-43.3% | $129,207-77.4% | $80,856-63.8% |
| Participation rate | 98.6% | 57.0%+41.7pp | 69.6%+29.0pp | 67.6%+31.0pp |
| Annual return | 12.32% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,543 | $1,584-2.5% | $4,153-62.8% | $2,755-44.0% |
| Participant deferral / active EE | $2,849 | $2,669+6.7% | $4,168-31.6% | $4,296-33.7% |
| Admin fee / account holder | $7,455 | $4,305+73.2% | $7,715-3.4% | $6,918+7.8% |