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 | $30,628 | $91,190-66.4% | $178,490-82.8% | $79,858-61.6% |
| Participation rate | 84.8% | 69.2%+15.6pp | 81.9%+2.9pp | 69.6%+15.2pp |
| Annual return | 13.47% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,135 | $3,256-65.1% | $5,011-77.4% | $2,471-54.1% |
| Participant deferral / active EE | $1,753 | $3,236-45.8% | $5,202-66.3% | $3,740-53.1% |
| Admin fee / account holder | $432 | $6,751-93.6% | $13,984-96.9% | $5,306-91.9% |