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 | $35,873 | $65,365-45.1% | $92,893-61.4% | $72,985-50.8% |
| Participation rate | 89.6% | 68.3%+21.3pp | 76.0%+13.6pp | 69.5%+20.1pp |
| Annual return | 21.02% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $651 | $2,594-74.9% | $3,653-82.2% | $2,440-73.3% |
| Participant deferral / active EE | $1,860 | $3,128-40.5% | $4,236-56.1% | $3,607-48.4% |
| Admin fee / account holder | $1,912 | $4,251-55.0% | $5,794-67.0% | $5,124-62.7% |