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 | $26,037 | $59,101-55.9% | $77,163-66.3% | $75,163-65.4% |
| Participation rate | 78.1% | 63.9%+14.3pp | 69.6%+8.6pp | 67.2%+10.9pp |
| Annual return | 16.77% | 26.71%-9.9pp | 37.87%-21.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,531 | $1,995-23.3% | $2,535-39.6% | $2,670-42.7% |
| Participant deferral / active EE | $1,955 | $2,999-34.8% | $3,833-49.0% | $4,125-52.6% |
| Admin fee / account holder | $1,327 | $4,774-72.2% | $5,472-75.8% | $5,651-76.5% |