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 | $42,308 | $95,416-55.7% | $185,823-77.2% | $85,850-50.7% |
| Participation rate | 82.8% | 68.8%+14.0pp | 81.7%+1.1pp | 69.3%+13.4pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $901 | $3,314-72.8% | $5,167-82.6% | $2,565-64.9% |
| Participant deferral / active EE | $2,598 | $3,423-24.1% | $5,568-53.3% | $3,952-34.3% |
| Admin fee / account holder | $637 | $7,213-91.2% | $16,237-96.1% | $6,260-89.8% |