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 | $36,996 | $63,861-42.1% | $104,607-64.6% | $79,858-53.7% |
| Participation rate | 75.8% | 64.9%+10.8pp | 74.1%+1.7pp | 69.6%+6.1pp |
| Annual return | 12.65% | 21.30%-8.7pp | 340.46%-327.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,217 | $1,588-23.4% | $2,681-54.6% | $2,471-50.8% |
| Participant deferral / active EE | $2,403 | $2,693-10.8% | $3,740-35.8% | $3,740-35.8% |
| Admin fee / account holder | $1,536 | $4,185-63.3% | $6,473-76.3% | $5,306-71.0% |