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 | $25,577 | $89,355-71.4% | $141,162-81.9% | $72,985-65.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,078 | $3,114-65.4% | $4,735-77.2% | $2,440-55.8% |
| Participant deferral / active EE | $3,577 | $5,418-34.0% | $6,709-46.7% | $3,607-0.8% |
| Admin fee / account holder | $956 | $5,958-83.9% | $10,261-90.7% | $5,124-81.3% |