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 9-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 | $38,186 | $81,248-53.0% | $155,509-75.4% | $80,856-52.8% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 15.44% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $700 | $3,100-77.4% | $4,672-85.0% | $2,755-74.6% |
| Participant deferral / active EE | $1,726 | $3,452-50.0% | $5,626-69.3% | $4,296-59.8% |
| Admin fee / account holder | $1,469 | $7,997-81.6% | $15,912-90.8% | $6,918-78.8% |