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 | $35,302 | $87,013-59.4% | $106,213-66.8% | $80,856-56.3% |
| Participation rate | 78.0% | 70.4%+7.6pp | 75.3%+2.8pp | 67.6%+10.4pp |
| Annual return | 13.25% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,536 | $2,395-35.9% | $3,171-51.6% | $2,755-44.2% |
| Participant deferral / active EE | $3,072 | $3,986-22.9% | $5,016-38.8% | $4,296-28.5% |
| Admin fee / account holder | $1,494 | $8,431-82.3% | $11,033-86.5% | $6,918-78.4% |