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 | $38,892 | $77,419-49.8% | $69,455-44.0% | $152,861-74.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 26.04% | 39.06%-13.0pp | 28.97%-2.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,453 | $3,315-56.2% | $2,779-47.7% | $4,762-69.5% |
| Participant deferral / active EE | $3,538 | $4,414-19.8% | $3,535+0.1% | $5,850-39.5% |
| Admin fee / account holder | $1,259 | $6,207-79.7% | $3,839-67.2% | $11,596-89.1% |