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 | $28,978 | $58,851-50.8% | $115,157-74.8% | $72,985-60.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 15.96% | 23.16%-7.2pp | 35.60%-19.6pp | 81.00%-65.0pp |
| Employer contribution / active EE | $608 | $1,798-66.2% | $3,179-80.9% | $2,440-75.1% |
| Participant deferral / active EE | $1,705 | $2,643-35.5% | $4,168-59.1% | $3,607-52.7% |
| Admin fee / account holder | $1,293 | $6,370-79.7% | $7,088-81.8% | $5,124-74.8% |