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 | $34,619 | $127,386-72.8% | $115,037-69.9% | $125,391-72.4% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 1.21% | 31.28%-30.1pp | 26.14%-24.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,979 | $5,166-61.7% | $4,608-57.1% | $4,866-59.3% |
| Participant deferral / active EE | $3,852 | $6,423-40.0% | $6,026-36.1% | $5,352-28.0% |
| Admin fee / account holder | $825 | $9,516-91.3% | $8,175-89.9% | $9,540-91.4% |