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 | $33,938 | $72,012-52.9% | $185,823-81.7% | $79,858-57.5% |
| Participation rate | 82.1% | 65.8%+16.4pp | 78.0%+4.1pp | 69.6%+12.5pp |
| Annual return | 18.69% | 23.12%-4.4pp | 35.95%-17.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $518 | $1,965-73.6% | $4,087-87.3% | $2,471-79.0% |
| Participant deferral / active EE | $2,157 | $3,779-42.9% | $5,632-61.7% | $3,740-42.3% |
| Admin fee / account holder | $2,526 | $4,513-44.0% | $9,500-73.4% | $5,306-52.4% |