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 | $36,808 | $65,365-43.7% | $92,893-60.4% | $72,985-49.6% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.1pp |
| Annual return | 18.87% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,579 | $2,594-39.1% | $3,653-56.8% | $2,440-35.3% |
| Participant deferral / active EE | $2,698 | $3,128-13.7% | $4,236-36.3% | $3,607-25.2% |
| Admin fee / account holder | $1,585 | $4,251-62.7% | $5,794-72.6% | $5,124-69.1% |