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 | $37,033 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 11.55% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,459 | $4,103-64.4% | $3,737-61.0% | $4,751-69.3% |
| Participant deferral / active EE | $2,660 | $5,454-51.2% | $4,878-45.5% | $6,710-60.4% |
| Admin fee / account holder | $1,919 | $7,877-75.6% | $6,730-71.5% | $11,403-83.2% |