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 | $19,761 | $80,717-75.5% | $154,803-87.2% | $84,808-76.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 15.01% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,420 | $2,761-12.4% | $4,305-43.8% | $2,631-8.0% |
| Participant deferral / active EE | $4,081 | $3,303+23.6% | $5,540-26.3% | $4,212-3.1% |
| Admin fee / account holder | $654 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |