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 | $36,771 | $65,365-43.7% | $92,893-60.4% | $72,985-49.6% |
| Participation rate | 84.7% | 68.3%+16.4pp | 76.0%+8.7pp | 69.5%+15.2pp |
| Annual return | 18.93% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,042 | $2,594-59.8% | $3,653-71.5% | $2,440-57.3% |
| Participant deferral / active EE | $1,708 | $3,128-45.4% | $4,236-59.7% | $3,607-52.6% |
| Admin fee / account holder | $5,269 | $4,251+23.9% | $5,794-9.1% | $5,124+2.8% |