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 7-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 | $30,607 | $80,673-62.1% | $101,326-69.8% | $84,808-63.9% |
| Participation rate | 94.6% | 77.8%+16.8pp | 81.5%+13.1pp | 68.3%+26.3pp |
| Annual return | 19.37% | 38.95%-19.6pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $780 | $2,698-71.1% | $3,665-78.7% | $2,631-70.4% |
| Participant deferral / active EE | $4,422 | $6,840-35.4% | $7,994-44.7% | $4,212+5.0% |
| Admin fee / account holder | $1,172 | $12,784-90.8% | $11,185-89.5% | $7,344-84.0% |