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 | $28,815 | $103,376-72.1% | $87,100-66.9% | $152,861-81.1% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 23.93% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,865 | $3,220-42.1% | $2,521-26.0% | $4,762-60.8% |
| Participant deferral / active EE | $3,118 | $4,778-34.7% | $4,049-23.0% | $5,850-46.7% |
| Admin fee / account holder | $1,193 | $12,205-90.2% | $7,497-84.1% | $11,596-89.7% |