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 | $30,102 | $118,849-74.7% | $96,562-68.8% | $167,490-82.0% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 9.65% | 50.49%-40.8pp | 37.78%-28.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $902 | $3,120-71.1% | $2,356-61.7% | $4,837-81.4% |
| Participant deferral / active EE | $2,352 | $4,616-49.0% | $3,849-38.9% | $6,341-62.9% |
| Admin fee / account holder | $1,035 | $8,065-87.2% | $6,181-83.3% | $12,309-91.6% |