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 | $28,972 | $81,248-64.3% | $155,509-81.4% | $80,856-64.2% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+4.9pp | 67.6%+15.5pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $612 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $3,519 | $3,452+1.9% | $5,626-37.5% | $4,296-18.1% |
| Admin fee / account holder | $1,431 | $7,997-82.1% | $15,912-91.0% | $6,918-79.3% |