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 | $26,361 | $72,277-63.5% | $101,248-74.0% | $79,858-67.0% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 18.20% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,864 | $2,692+43.6% | $3,660+5.6% | $2,471+56.4% |
| Participant deferral / active EE | $1,579 | $3,282-51.9% | $4,370-63.9% | $3,740-57.8% |
| Admin fee / account holder | $1,421 | $4,400-67.7% | $5,945-76.1% | $5,306-73.2% |