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 | $32,528 | $86,944-62.6% | $107,525-69.7% | $74,304-56.2% |
| Participation rate | 80.4% | 59.6%+20.9pp | 75.1%+5.4pp | 60.3%+20.1pp |
| Annual return | 15.96% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $717 | $2,757-74.0% | $3,754-80.9% | $2,241-68.0% |
| Participant deferral / active EE | $2,276 | $3,554-36.0% | $5,116-55.5% | $3,767-39.6% |
| Admin fee / account holder | $2,089 | $3,727-43.9% | $8,919-76.6% | $2,969-29.6% |