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 | $39,814 | $70,475-43.5% | $100,516-60.4% | $79,858-50.1% |
| Participation rate | 82.4% | 73.7%+8.7pp | 79.4%+3.0pp | 69.6%+12.7pp |
| Annual return | 13.54% | 21.90%-8.4pp | 30.89%-17.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $412 | $2,165-81.0% | $3,418-87.9% | $2,471-83.3% |
| Participant deferral / active EE | $3,088 | $5,181-40.4% | $6,270-50.8% | $3,740-17.4% |
| Admin fee / account holder | $5,185 | $4,478+15.8% | $8,081-35.8% | $5,306-2.3% |