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 | $19,449 | $102,616-81.0% | $81,983-76.3% | $158,922-87.8% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.2%+4.4pp | 82.0%-8.3pp |
| Annual return | 13.03% | 61.04%-48.0pp | 41.31%-28.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,703 | $3,240-47.4% | $2,498-31.8% | $4,761-64.2% |
| Participant deferral / active EE | $2,476 | $4,648-46.7% | $3,722-33.5% | $5,982-58.6% |
| Admin fee / account holder | $707 | $8,235-91.4% | $5,664-87.5% | $11,246-93.7% |