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 | $19,740 | $37,426-47.3% | $77,482-74.5% | $79,858-75.3% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.6%+22.7pp |
| Annual return | 14.98% | 39.70%-24.7pp | 54.79%-39.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $480 | $637-24.6% | $986-51.3% | $2,471-80.6% |
| Participant deferral / active EE | $2,337 | $1,260+85.5% | $1,861+25.6% | $3,740-37.5% |
| Admin fee / account holder | $2,346 | $2,504-6.3% | $2,858-17.9% | $5,306-55.8% |