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 | $29,741 | $72,177-58.8% | $115,037-74.1% | $59,632-50.1% |
| Participation rate | 88.1% | 72.6%+15.6pp | 81.4%+6.8pp | 68.7%+19.5pp |
| Annual return | 8.59% | 12.02%-3.4pp | 26.14%-17.5pp | 2041.28%-2032.7pp |
| Employer contribution / active EE | $2,213 | $2,841-22.1% | $4,608-52.0% | $2,203+0.5% |
| Participant deferral / active EE | $3,833 | $4,783-19.8% | $6,026-36.4% | $3,192+20.1% |
| Admin fee / account holder | $1,009 | $4,927-79.5% | $8,175-87.7% | $4,297-76.5% |