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 | $36,366 | $74,927-51.5% | $101,794-64.3% | $84,808-57.1% |
| Participation rate | 94.2% | 61.4%+32.8pp | 69.2%+25.0pp | 68.3%+25.9pp |
| Annual return | 14.76% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,010 | $1,522-33.6% | $2,289-55.9% | $2,631-61.6% |
| Participant deferral / active EE | $1,589 | $3,099-48.7% | $4,084-61.1% | $4,212-62.3% |
| Admin fee / account holder | $3,784 | $6,514-41.9% | $8,777-56.9% | $7,344-48.5% |