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 | $29,930 | $80,717-62.9% | $154,803-80.7% | $84,808-64.7% |
| Participation rate | 70.1% | 66.8%+3.3pp | 78.1%-7.9pp | 68.3%+1.8pp |
| Annual return | 15.17% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,140 | $2,761-58.7% | $4,305-73.5% | $2,631-56.7% |
| Participant deferral / active EE | $4,153 | $3,303+25.7% | $5,540-25.0% | $4,212-1.4% |
| Admin fee / account holder | $8,829 | $6,746+30.9% | $14,329-38.4% | $7,344+20.2% |