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 | $30,533 | $118,680-74.3% | $98,907-69.1% | $158,922-80.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 19.41% | 372.35%-352.9pp | 196.43%-177.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,742 | $3,333-47.7% | $2,689-35.2% | $4,761-63.4% |
| Participant deferral / active EE | $2,265 | $5,088-55.5% | $4,244-46.6% | $5,982-62.1% |
| Admin fee / account holder | $847 | $10,131-91.6% | $6,642-87.2% | $11,246-92.5% |