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 | $39,376 | $127,777-69.2% | $106,548-63.0% | $167,490-76.5% |
| Participation rate | 94.4% | 78.3%+16.2pp | 76.1%+18.3pp | 82.1%+12.3pp |
| Annual return | 18.27% | 33.87%-15.6pp | 26.80%-8.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,661 | $3,427-51.5% | $2,819-41.1% | $4,837-65.7% |
| Participant deferral / active EE | $3,915 | $5,087-23.0% | $4,398-11.0% | $6,341-38.3% |
| Admin fee / account holder | $302 | $11,228-97.3% | $7,407-95.9% | $12,309-97.5% |