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 | $28,754 | $228,332-87.4% | $185,823-84.5% | $158,922-81.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.85% | 40.80%-23.0pp | 35.95%-18.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,263 | $4,967-74.6% | $4,087-69.1% | $4,761-73.5% |
| Participant deferral / active EE | $2,316 | $6,415-63.9% | $5,632-58.9% | $5,982-61.3% |
| Admin fee / account holder | $863 | $11,864-92.7% | $9,500-90.9% | $11,246-92.3% |