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 | $19,818 | $110,887-82.1% | - | $145,922-86.4% |
| Participation rate | 90.0% | 68.1%+21.9pp | - | 80.3%+9.7pp |
| Annual return | 10.31% | 17.59%-7.3pp | - | 561.29%-551.0pp |
| Employer contribution / active EE | $1,226 | $5,672-78.4% | - | $4,660-73.7% |
| Participant deferral / active EE | $4,298 | $5,582-23.0% | - | $6,688-35.7% |
| Admin fee / account holder | $3,437 | $6,317-45.6% | - | $13,397-74.3% |