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 | $33,568 | $78,672-57.3% | $109,143-69.2% | $85,850-60.9% |
| Participation rate | 82.8% | 68.3%+14.5pp | 75.9%+6.9pp | 69.3%+13.4pp |
| Annual return | 14.40% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,398 | $2,735-48.9% | $3,722-62.4% | $2,565-45.5% |
| Participant deferral / active EE | $3,159 | $3,467-8.9% | $4,653-32.1% | $3,952-20.1% |
| Admin fee / account holder | $4,731 | $5,469-13.5% | $6,752-29.9% | $6,260-24.4% |