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 | $24,552 | $65,365-62.4% | $92,893-73.6% | $72,985-66.4% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 17.09% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $634 | $2,594-75.6% | $3,653-82.7% | $2,440-74.0% |
| Participant deferral / active EE | $1,528 | $3,128-51.2% | $4,236-63.9% | $3,607-57.7% |
| Admin fee / account holder | $670 | $4,251-84.2% | $5,794-88.4% | $5,124-86.9% |