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 | $24,629 | $65,395-62.3% | $182,532-86.5% | $72,985-66.3% |
| Participation rate | 76.7% | 65.4%+11.2pp | 78.0%-1.3pp | 69.5%+7.2pp |
| Annual return | 21.13% | 27.68%-6.5pp | 148.54%-127.4pp | 81.00%-59.9pp |
| Employer contribution / active EE | $689 | $1,911-63.9% | $4,076-83.1% | $2,440-71.8% |
| Participant deferral / active EE | $3,992 | $3,563+12.1% | $5,524-27.7% | $3,607+10.7% |
| Admin fee / account holder | $805 | $4,245-81.0% | $8,592-90.6% | $5,124-84.3% |