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 | $38,426 | $58,828-34.7% | $77,999-50.7% | $62,891-38.9% |
| Participation rate | 82.7% | 71.1%+11.6pp | 75.5%+7.2pp | 69.3%+13.4pp |
| Annual return | 8.63% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $953 | $1,672-43.0% | $2,470-61.4% | $2,281-58.2% |
| Participant deferral / active EE | $1,340 | $2,686-50.1% | $3,497-61.7% | $3,203-58.2% |
| Admin fee / account holder | $722 | $4,393-83.6% | $5,480-86.8% | $4,296-83.2% |