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 | $34,391 | $65,365-47.4% | $92,893-63.0% | $72,985-52.9% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.1pp |
| Annual return | 19.41% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,499 | $2,594-42.2% | $3,653-59.0% | $2,440-38.5% |
| Participant deferral / active EE | $1,963 | $3,128-37.3% | $4,236-53.7% | $3,607-45.6% |
| Admin fee / account holder | $1,186 | $4,251-72.1% | $5,794-79.5% | $5,124-76.9% |