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 | $31,043 | $81,248-61.8% | $155,509-80.0% | $80,856-61.6% |
| Participation rate | 72.5% | 66.2%+6.3pp | 78.2%-5.6pp | 67.6%+4.9pp |
| Annual return | 29.03% | 33.31%-4.3pp | 64.67%-35.6pp | 35.59%-6.6pp |
| Employer contribution / active EE | $1,224 | $3,100-60.5% | $4,672-73.8% | $2,755-55.6% |
| Participant deferral / active EE | $2,289 | $3,452-33.7% | $5,626-59.3% | $4,296-46.7% |
| Admin fee / account holder | $2,334 | $7,997-70.8% | $15,912-85.3% | $6,918-66.3% |