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 | $41,222 | $127,065-67.6% | $113,168-63.6% | $142,382-71.0% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 16.77% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $878 | $3,442-74.5% | $2,975-70.5% | $4,299-79.6% |
| Participant deferral / active EE | $4,416 | $5,716-22.8% | $5,107-13.5% | $6,507-32.1% |
| Admin fee / account holder | $4,201 | $15,736-73.3% | $12,068-65.2% | $12,624-66.7% |