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 | $20,149 | $79,449-74.6% | $189,557-89.4% | $85,850-76.5% |
| Participation rate | 94.9% | 66.0%+28.9pp | 78.4%+16.5pp | 69.3%+25.6pp |
| Annual return | 15.31% | 18.45%-3.1pp | 64.17%-48.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,196 | $2,081-42.5% | $4,412-72.9% | $2,565-53.4% |
| Participant deferral / active EE | $2,373 | $4,051-41.4% | $6,174-61.6% | $3,952-39.9% |
| Admin fee / account holder | $2,930 | $5,377-45.5% | $9,807-70.1% | $6,260-53.2% |