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 | $39,761 | $87,013-54.3% | $106,213-62.6% | $80,856-50.8% |
| Participation rate | 75.4% | 70.4%+4.9pp | 75.3%+0.1pp | 67.6%+7.7pp |
| Annual return | 17.34% | 17.05%+0.3pp | 116.14%-98.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,030 | $2,395-57.0% | $3,171-67.5% | $2,755-62.6% |
| Participant deferral / active EE | $2,811 | $3,986-29.5% | $5,016-44.0% | $4,296-34.6% |
| Admin fee / account holder | $897 | $8,431-89.4% | $11,033-91.9% | $6,918-87.0% |