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 9-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 | $34,861 | $71,050-50.9% | $93,606-62.8% | $80,856-56.9% |
| Participation rate | 81.3% | 60.4%+20.8pp | 68.7%+12.5pp | 67.6%+13.6pp |
| Annual return | 18.17% | 11.26%+6.9pp | 133.20%-115.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $603 | $1,564-61.5% | $2,420-75.1% | $2,755-78.1% |
| Participant deferral / active EE | $3,724 | $4,034-7.7% | $4,411-15.6% | $4,296-13.3% |
| Admin fee / account holder | $4,307 | $6,945-38.0% | $8,285-48.0% | $6,918-37.7% |