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 | $23,174 | $113,339-79.6% | $94,993-75.6% | $147,584-84.3% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 15.09% | 20.77%-5.7pp | 27.12%-12.0pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,207 | $3,160-61.8% | $2,603-53.6% | $4,876-75.2% |
| Participant deferral / active EE | $3,279 | $3,777-13.2% | $3,317-1.1% | $5,439-39.7% |
| Admin fee / account holder | $1,503 | $6,063-75.2% | $4,960-69.7% | $10,885-86.2% |