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 | $34,293 | $109,881-68.8% | $150,045-77.1% | $84,808-59.6% |
| Participation rate | 79.2% | 76.1%+3.1pp | 82.3%-3.2pp | 68.3%+10.9pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,697 | $3,561-52.3% | $4,693-63.8% | $2,631-35.5% |
| Participant deferral / active EE | $2,786 | $6,636-58.0% | $7,997-65.2% | $4,212-33.8% |
| Admin fee / account holder | $6,260 | $8,568-26.9% | $13,435-53.4% | $7,344-14.8% |