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 | $40,371 | $62,573-35.5% | $85,682-52.9% | $85,850-53.0% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.9%+27.6pp | 69.3%+28.1pp |
| Annual return | 13.89% | 23.77%-9.9pp | 21.49%-7.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,074 | $1,757+359.6% | $2,618+208.4% | $2,565+214.8% |
| Participant deferral / active EE | $1,333 | $2,802-52.4% | $3,923-66.0% | $3,952-66.3% |
| Admin fee / account holder | $349 | $4,640-92.5% | $6,873-94.9% | $6,260-94.4% |