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 | $38,544 | $96,484-60.1% | $75,886-49.2% | $152,861-74.8% |
| Participation rate | 78.6% | 76.2%+2.4pp | 69.3%+9.3pp | 82.4%-3.9pp |
| Annual return | 15.91% | 33.98%-18.1pp | 30.76%-14.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $739 | $3,309-77.7% | $2,500-70.5% | $4,762-84.5% |
| Participant deferral / active EE | $5,841 | $4,553+28.3% | $3,603+62.1% | $5,850-0.2% |
| Admin fee / account holder | $425 | $8,078-94.7% | $5,418-92.2% | $11,596-96.3% |