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 | $29,980 | $57,354-47.7% | $83,848-64.2% | $64,186-53.3% |
| Participation rate | 87.7% | 68.6%+19.1pp | 76.1%+11.5pp | 69.6%+18.1pp |
| Annual return | 6.24% | 11.38%-5.1pp | 850.88%-844.6pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,403 | $2,545-44.9% | $3,631-61.4% | $2,381-41.1% |
| Participant deferral / active EE | $2,506 | $2,993-16.3% | $4,082-38.6% | $3,470-27.8% |
| Admin fee / account holder | $1,941 | $4,046-52.0% | $5,478-64.6% | $4,888-60.3% |