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 | $33,309 | $77,899-57.2% | $149,673-77.7% | $75,163-55.7% |
| Participation rate | 75.3% | 65.6%+9.7pp | 78.8%-3.5pp | 67.2%+8.1pp |
| Annual return | 13.84% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,384 | $3,137-55.9% | $4,818-71.3% | $2,670-48.2% |
| Participant deferral / active EE | $2,767 | $3,411-18.9% | $5,680-51.3% | $4,125-32.9% |
| Admin fee / account holder | $2,275 | $5,956-61.8% | $13,210-82.8% | $5,651-59.7% |