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 9-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 | $34,220 | $86,286-60.3% | $111,297-69.3% | $85,850-60.1% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 16.97% | 19.99%-3.0pp | 54.65%-37.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $836 | $2,043-59.1% | $2,731-69.4% | $2,565-67.4% |
| Participant deferral / active EE | $6,662 | $3,641+83.0% | $4,487+48.5% | $3,952+68.6% |
| Admin fee / account holder | $2,136 | $8,188-73.9% | $7,964-73.2% | $6,260-65.9% |