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 | $37,794 | $87,013-56.6% | $106,213-64.4% | $80,856-53.3% |
| Participation rate | 80.2% | 70.4%+9.8pp | 75.3%+4.9pp | 67.6%+12.6pp |
| Annual return | 11.69% | 17.05%-5.4pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,287 | $2,395-46.3% | $3,171-59.4% | $2,755-53.3% |
| Participant deferral / active EE | $3,996 | $3,986+0.3% | $5,016-20.3% | $4,296-7.0% |
| Admin fee / account holder | $5,309 | $8,431-37.0% | $11,033-51.9% | $6,918-23.3% |