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 | $16,544 | $45,035-63.3% | $62,995-73.7% | $70,131-76.4% |
| Participation rate | 89.4% | 69.5%+19.8pp | 74.8%+14.6pp | 69.5%+19.8pp |
| Annual return | 13.92% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,441 | $2,051+19.0% | $2,759-11.5% | $2,342+4.2% |
| Participant deferral / active EE | $3,347 | $2,465+35.8% | $3,329+0.5% | $3,332+0.4% |
| Admin fee / account holder | $1,912 | $2,834-32.6% | $3,600-46.9% | $4,645-58.8% |