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 | $39,144 | $228,332-82.9% | $185,823-78.9% | $158,922-75.4% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 11.47% | 40.80%-29.3pp | 35.95%-24.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,104 | $4,967-77.8% | $4,087-73.0% | $4,761-76.8% |
| Participant deferral / active EE | $1,845 | $6,415-71.2% | $5,632-67.2% | $5,982-69.2% |
| Admin fee / account holder | $709 | $11,864-94.0% | $9,500-92.5% | $11,246-93.7% |