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 | $33,453 | $86,286-61.2% | $111,297-69.9% | $85,850-61.0% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 14.62% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,199 | $2,043-41.3% | $2,731-56.1% | $2,565-53.2% |
| Participant deferral / active EE | $3,544 | $3,641-2.6% | $4,487-21.0% | $3,952-10.3% |
| Admin fee / account holder | $5,238 | $8,188-36.0% | $7,964-34.2% | $6,260-16.3% |