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 | $21,675 | $81,248-73.3% | $155,509-86.1% | $80,856-73.2% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 15.08% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,194 | $3,100-61.5% | $4,672-74.4% | $2,755-56.6% |
| Participant deferral / active EE | $3,729 | $3,452+8.0% | $5,626-33.7% | $4,296-13.2% |
| Admin fee / account holder | $773 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |