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 | $23,485 | $93,571-74.9% | $135,903-82.7% | $75,163-68.8% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 19.27% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,986 | $3,537-15.6% | $4,856-38.5% | $2,670+11.8% |
| Participant deferral / active EE | $9,199 | $6,404+43.6% | $7,758+18.6% | $4,125+123.0% |
| Admin fee / account holder | $2,165 | $6,975-69.0% | $10,762-79.9% | $5,651-61.7% |