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 | $38,468 | $84,233-54.3% | $170,442-77.4% | $70,131-45.1% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 22.29% | 23.06%-0.8pp | 205.93%-183.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,787 | $3,387-47.2% | $5,433-67.1% | $2,342-23.7% |
| Participant deferral / active EE | $3,092 | $3,086+0.2% | $4,939-37.4% | $3,332-7.2% |
| Admin fee / account holder | $1,797 | $5,698-68.5% | $13,880-87.1% | $4,645-61.3% |