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 | $17,536 | $80,717-78.3% | $154,803-88.7% | $84,808-79.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.2pp | 68.3%+22.9pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,375 | $2,761-50.2% | $4,305-68.1% | $2,631-47.7% |
| Participant deferral / active EE | $3,342 | $3,303+1.2% | $5,540-39.7% | $4,212-20.6% |
| Admin fee / account holder | $798 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |