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 | $30,075 | $83,477-64.0% | $125,175-76.0% | $72,985-58.8% |
| Participation rate | 81.7% | 73.3%+8.4pp | 79.8%+1.9pp | 69.5%+12.2pp |
| Annual return | 23.73% | 25.78%-2.0pp | 43.79%-20.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,224 | $3,585+17.8% | $4,937-14.4% | $3,607+17.1% |
| Admin fee / account holder | $1,045 | $5,517-81.1% | $9,702-89.2% | $5,124-79.6% |