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 | $31,944 | $65,365-51.1% | $92,893-65.6% | $72,985-56.2% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 22.03% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,061 | $2,594-20.6% | $3,653-43.6% | $2,440-15.5% |
| Participant deferral / active EE | $5,407 | $3,128+72.8% | $4,236+27.6% | $3,607+49.9% |
| Admin fee / account holder | $1,290 | $4,251-69.7% | $5,794-77.7% | $5,124-74.8% |