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 | $25,536 | $48,230-47.1% | $67,502-62.2% | $80,856-68.4% |
| Participation rate | 81.1% | 66.4%+14.7pp | 72.9%+8.2pp | 67.6%+13.4pp |
| Annual return | 13.50% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,842 | $2,020-8.8% | $2,731-32.6% | $2,755-33.1% |
| Participant deferral / active EE | $3,796 | $2,924+29.8% | $4,000-5.1% | $4,296-11.6% |
| Admin fee / account holder | $1,028 | $3,681-72.1% | $3,998-74.3% | $6,918-85.1% |