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 | $31,321 | $78,422-60.1% | $95,952-67.4% | $79,858-60.8% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 18.47% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,397 | $1,945-28.2% | $2,541-45.0% | $2,471-43.5% |
| Participant deferral / active EE | $2,721 | $3,440-20.9% | $4,167-34.7% | $3,740-27.3% |
| Admin fee / account holder | $1,090 | $5,622-80.6% | $6,795-84.0% | $5,306-79.5% |