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 | $28,847 | $37,426-22.9% | $77,482-62.8% | $79,858-63.9% |
| Participation rate | 89.6% | 41.5%+48.1pp | 54.2%+35.4pp | 69.6%+20.0pp |
| Annual return | 15.10% | 39.70%-24.6pp | 54.79%-39.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,019 | $637+60.0% | $986+3.3% | $2,471-58.8% |
| Participant deferral / active EE | $1,467 | $1,260+16.4% | $1,861-21.2% | $3,740-60.8% |
| Admin fee / account holder | $3,319 | $2,504+32.5% | $2,858+16.1% | $5,306-37.5% |