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 | $31,945 | $72,012-55.6% | $185,823-82.8% | $79,858-60.0% |
| Participation rate | 80.6% | 65.8%+14.9pp | 78.0%+2.6pp | 69.6%+11.0pp |
| Annual return | 12.69% | 23.12%-10.4pp | 35.95%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,330 | $1,965-32.3% | $4,087-67.5% | $2,471-46.2% |
| Participant deferral / active EE | $2,041 | $3,779-46.0% | $5,632-63.8% | $3,740-45.4% |
| Admin fee / account holder | $820 | $4,513-81.8% | $9,500-91.4% | $5,306-84.5% |