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 | $39,945 | $91,190-56.2% | $178,490-77.6% | $79,858-50.0% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 17.57% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,338 | $3,256-58.9% | $5,011-73.3% | $2,471-45.9% |
| Participant deferral / active EE | $1,752 | $3,236-45.9% | $5,202-66.3% | $3,740-53.2% |
| Admin fee / account holder | $4,410 | $6,751-34.7% | $13,984-68.5% | $5,306-16.9% |