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 | $29,157 | $37,426-22.1% | $77,482-62.4% | $79,858-63.5% |
| Participation rate | 79.2% | 41.5%+37.7pp | 54.2%+25.1pp | 69.6%+9.6pp |
| Annual return | 14.93% | 39.70%-24.8pp | 54.79%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $673 | $637+5.7% | $986-31.8% | $2,471-72.8% |
| Participant deferral / active EE | $895 | $1,260-29.0% | $1,861-51.9% | $3,740-76.1% |
| Admin fee / account holder | $3,077 | $2,504+22.9% | $2,858+7.7% | $5,306-42.0% |