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 | $30,111 | $100,754-70.1% | $86,677-65.3% | $134,475-77.6% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -8.78% | 29.04%-37.8pp | 35.91%-44.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,296 | $3,489-62.9% | $2,836-54.3% | $4,740-72.7% |
| Participant deferral / active EE | $3,484 | $5,338-34.7% | $4,656-25.2% | $6,400-45.6% |
| Admin fee / account holder | $664 | $10,926-93.9% | $7,493-91.1% | $11,426-94.2% |