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 | $35,377 | $100,754-64.9% | $86,677-59.2% | $134,475-73.7% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | 1.60% | 29.04%-27.4pp | 35.91%-34.3pp | 417.96%-416.4pp |
| Employer contribution / active EE | $1,709 | $3,489-51.0% | $2,836-39.7% | $4,740-63.9% |
| Participant deferral / active EE | $4,723 | $5,338-11.5% | $4,656+1.5% | $6,400-26.2% |
| Admin fee / account holder | $909 | $10,926-91.7% | $7,493-87.9% | $11,426-92.0% |