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 | $25,400 | $110,257-77.0% | $96,544-73.7% | $139,434-81.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 17.37% | 26.32%-8.9pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,332 | $3,620-63.2% | $2,965-55.1% | $4,751-72.0% |
| Participant deferral / active EE | $3,538 | $5,548-36.2% | $4,851-27.1% | $6,710-47.3% |
| Admin fee / account holder | $1,364 | $11,591-88.2% | $8,252-83.5% | $11,403-88.0% |