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 | $34,028 | $46,553-26.9% | $64,056-46.9% | $75,163-54.7% |
| Participation rate | 79.7% | 65.9%+13.8pp | 72.3%+7.4pp | 67.2%+12.6pp |
| Annual return | 12.48% | 26.03%-13.6pp | 33.69%-21.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $636 | $1,974-67.8% | $2,747-76.8% | $2,670-76.2% |
| Participant deferral / active EE | $1,624 | $2,837-42.8% | $3,880-58.1% | $4,125-60.6% |
| Admin fee / account holder | $421 | $2,952-85.7% | $3,068-86.3% | $5,651-92.6% |