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 | $38,460 | $91,552-58.0% | $133,956-71.3% | $79,858-51.8% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.4pp | 69.6%+25.6pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,254 | $2,384-47.4% | $3,919-68.0% | $2,471-49.2% |
| Participant deferral / active EE | $1,804 | $3,733-51.7% | $5,048-64.3% | $3,740-51.8% |
| Admin fee / account holder | $2,502 | $6,321-60.4% | $8,927-72.0% | $5,306-52.9% |