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 | $26,486 | $63,355-58.2% | $91,989-71.2% | $72,985-63.7% |
| Participation rate | 93.3% | 72.5%+20.8pp | 78.6%+14.7pp | 69.5%+23.8pp |
| Annual return | 19.60% | 35.35%-15.7pp | 69.02%-49.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $670 | $2,116-68.3% | $3,452-80.6% | $2,440-72.5% |
| Participant deferral / active EE | $3,994 | $4,883-18.2% | $5,923-32.6% | $3,607+10.7% |
| Admin fee / account holder | $2,120 | $4,668-54.6% | $7,743-72.6% | $5,124-58.6% |