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 | $27,786 | $81,632-66.0% | $70,449-60.6% | $158,922-82.5% |
| Participation rate | 87.0% | 77.7%+9.2pp | 75.1%+11.9pp | 82.0%+5.0pp |
| Annual return | 16.36% | 208.40%-192.0pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $687 | $3,217-78.6% | $2,737-74.9% | $4,761-85.6% |
| Participant deferral / active EE | $2,207 | $4,554-51.5% | $3,709-40.5% | $5,982-63.1% |
| Admin fee / account holder | $557 | $6,193-91.0% | $3,845-85.5% | $11,246-95.0% |