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 7-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 | $31,617 | $86,929-63.6% | $102,423-69.1% | $80,856-60.9% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+26.0pp |
| Annual return | 15.19% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,590 | $2,369-32.9% | $3,023-47.4% | $2,755-42.3% |
| Participant deferral / active EE | $6,337 | $4,118+53.9% | $5,053+25.4% | $4,296+47.5% |
| Admin fee / account holder | $3,546 | $8,049-55.9% | $9,451-62.5% | $6,918-48.7% |