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 | $36,489 | $87,733-58.4% | $106,548-65.8% | $85,850-57.5% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 14.74% | 21.86%-7.1pp | 26.80%-12.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,819 | $2,073-12.3% | $2,819-35.5% | $2,565-29.1% |
| Participant deferral / active EE | $2,060 | $3,469-40.6% | $4,398-53.2% | $3,952-47.9% |
| Admin fee / account holder | $1,985 | $6,767-70.7% | $7,407-73.2% | $6,260-68.3% |