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 | $18,526 | $60,022-69.1% | $88,946-79.2% | $84,808-78.2% |
| Participation rate | 89.8% | 57.8%+32.0pp | 68.8%+20.9pp | 68.3%+21.5pp |
| Annual return | 21.30% | 22.43%-1.1pp | 57.82%-36.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,520 | $1,703-10.8% | $2,555-40.5% | $2,631-42.2% |
| Participant deferral / active EE | $1,969 | $3,114-36.8% | $4,581-57.0% | $4,212-53.3% |
| Admin fee / account holder | $3,078 | $4,811-36.0% | $8,261-62.7% | $7,344-58.1% |