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 | $31,895 | $80,717-60.5% | $154,803-79.4% | $84,808-62.4% |
| Participation rate | 76.4% | 66.8%+9.6pp | 78.1%-1.7pp | 68.3%+8.1pp |
| Annual return | 18.11% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,419 | $2,761-48.6% | $4,305-67.0% | $2,631-46.1% |
| Participant deferral / active EE | $2,902 | $3,303-12.1% | $5,540-47.6% | $4,212-31.1% |
| Admin fee / account holder | $2,395 | $6,746-64.5% | $14,329-83.3% | $7,344-67.4% |