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 | $34,361 | $177,572-80.6% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 18.48% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,067 | $4,810-77.8% | $4,305-75.2% | $4,299-75.2% |
| Participant deferral / active EE | $3,776 | $6,272-39.8% | $5,540-31.8% | $6,507-42.0% |
| Admin fee / account holder | $1,004 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |