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 | $24,656 | $68,547-64.0% | $120,354-79.5% | $80,856-69.5% |
| Participation rate | 70.0% | 61.6%+8.4pp | 71.9%-1.9pp | 67.6%+2.4pp |
| Annual return | 13.80% | 23.60%-9.8pp | 107.15%-93.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,225 | $2,051-40.3% | $3,463-64.6% | $2,755-55.5% |
| Participant deferral / active EE | $1,552 | $3,173-51.1% | $4,991-68.9% | $4,296-63.9% |
| Admin fee / account holder | $1,393 | $5,732-75.7% | $9,423-85.2% | $6,918-79.9% |