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 | $33,119 | $81,248-59.2% | $155,509-78.7% | $80,856-59.0% |
| Participation rate | 89.2% | 66.2%+22.9pp | 78.2%+11.0pp | 67.6%+21.5pp |
| Annual return | 13.71% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $833 | $3,100-73.1% | $4,672-82.2% | $2,755-69.8% |
| Participant deferral / active EE | $2,838 | $3,452-17.8% | $5,626-49.6% | $4,296-33.9% |
| Admin fee / account holder | $7,863 | $7,997-1.7% | $15,912-50.6% | $6,918+13.7% |