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 | $32,548 | $72,492-55.1% | $87,100-62.6% | $72,985-55.4% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 18.98% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,939 | $1,894+108.0% | $2,521+56.2% | $2,440+61.5% |
| Participant deferral / active EE | $1,808 | $3,270-44.7% | $4,049-55.3% | $3,607-49.9% |
| Admin fee / account holder | $805 | $5,055-84.1% | $7,497-89.3% | $5,124-84.3% |