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 | $29,806 | $66,402-55.1% | $109,895-72.9% | $85,850-65.3% |
| Participation rate | 82.5% | 63.9%+18.7pp | 74.2%+8.3pp | 69.3%+13.2pp |
| Annual return | 11.58% | 19.59%-8.0pp | 29.45%-17.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $382 | $1,687-77.3% | $2,842-86.5% | $2,565-85.1% |
| Participant deferral / active EE | $2,673 | $2,842-6.0% | $4,048-34.0% | $3,952-32.4% |
| Admin fee / account holder | $1,118 | $4,557-75.5% | $6,066-81.6% | $6,260-82.1% |