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 | $35,974 | $81,248-55.7% | $155,509-76.9% | $80,856-55.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 15.55% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,349 | $3,100-56.5% | $4,672-71.1% | $2,755-51.0% |
| Participant deferral / active EE | $2,243 | $3,452-35.0% | $5,626-60.1% | $4,296-47.8% |
| Admin fee / account holder | $413 | $7,997-94.8% | $15,912-97.4% | $6,918-94.0% |