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 | $18,226 | $77,634-76.5% | $156,549-88.4% | $62,891-71.0% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 17.21% | 50.32%-33.1pp | 32.23%-15.0pp | 20.14%-2.9pp |
| Employer contribution / active EE | $1,935 | $3,444-43.8% | $5,501-64.8% | $2,281-15.2% |
| Participant deferral / active EE | $1,837 | $3,045-39.7% | $4,871-62.3% | $3,203-42.6% |
| Admin fee / account holder | $2,246 | $5,561-59.6% | $13,027-82.8% | $4,296-47.7% |