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 | $23,066 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.85% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $815 | $3,100-73.7% | $4,672-82.6% | $2,755-70.4% |
| Participant deferral / active EE | $1,918 | $3,452-44.4% | $5,626-65.9% | $4,296-55.3% |
| Admin fee / account holder | $1,175 | $7,997-85.3% | $15,912-92.6% | $6,918-83.0% |