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 | $24,379 | $65,365-62.7% | $92,893-73.8% | $72,985-66.6% |
| Participation rate | 86.5% | 68.3%+18.2pp | 76.0%+10.5pp | 69.5%+17.0pp |
| Annual return | 22.77% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,458 | $2,594-5.3% | $3,653-32.7% | $2,440+0.7% |
| Participant deferral / active EE | $3,216 | $3,128+2.8% | $4,236-24.1% | $3,607-10.8% |
| Admin fee / account holder | $1,087 | $4,251-74.4% | $5,794-81.2% | $5,124-78.8% |