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 | $28,616 | $49,227-41.9% | $70,449-59.4% | $79,858-64.2% |
| Participation rate | 86.5% | 69.2%+17.3pp | 75.1%+11.4pp | 69.6%+16.9pp |
| Annual return | 21.69% | 30.06%-8.4pp | 109.03%-87.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,898 | $2,099-9.6% | $2,737-30.6% | $2,471-23.2% |
| Participant deferral / active EE | $2,307 | $2,768-16.6% | $3,709-37.8% | $3,740-38.3% |
| Admin fee / account holder | $1,149 | $2,878-60.1% | $3,845-70.1% | $5,306-78.3% |