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 | $32,225 | $70,475-54.3% | $100,516-67.9% | $79,858-59.6% |
| Participation rate | 74.4% | 73.7%+0.8pp | 79.4%-5.0pp | 69.6%+4.8pp |
| Annual return | 12.93% | 21.90%-9.0pp | 30.89%-18.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,568 | $2,165-27.6% | $3,418-54.1% | $2,471-36.5% |
| Participant deferral / active EE | $2,688 | $5,181-48.1% | $6,270-57.1% | $3,740-28.1% |
| Admin fee / account holder | $1,419 | $4,478-68.3% | $8,081-82.4% | $5,306-73.3% |