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 | $28,550 | $57,016-49.9% | $84,966-66.4% | $80,856-64.7% |
| Participation rate | 75.9% | 56.3%+19.5pp | 67.5%+8.4pp | 67.6%+8.2pp |
| Annual return | 13.07% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,032 | $1,798-42.6% | $2,727-62.1% | $2,755-62.5% |
| Participant deferral / active EE | $2,695 | $3,110-13.3% | $4,519-40.4% | $4,296-37.3% |
| Admin fee / account holder | $8,279 | $4,980+66.2% | $6,149+34.6% | $6,918+19.7% |