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 | $30,736 | $77,813-60.5% | $123,544-75.1% | $64,186-52.1% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | 21.62% | 12.48%+9.1pp | 119.20%-97.6pp | 7.63%+14.0pp |
| Employer contribution / active EE | $1,909 | $3,014-36.7% | $4,628-58.8% | $2,381-19.8% |
| Participant deferral / active EE | $2,984 | $5,240-43.1% | $6,426-53.6% | $3,470-14.0% |
| Admin fee / account holder | $1,003 | $5,519-81.8% | $9,284-89.2% | $4,888-79.5% |