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 | $27,914 | $179,726-84.5% | $156,263-82.1% | $142,382-80.4% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.9%+8.0pp | 80.1%+6.8pp |
| Annual return | 14.56% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,323 | $5,069-73.9% | $4,333-69.5% | $4,299-69.2% |
| Participant deferral / active EE | $2,176 | $6,956-68.7% | $6,158-64.7% | $6,507-66.6% |
| Admin fee / account holder | $7,482 | $17,272-56.7% | $14,255-47.5% | $12,624-40.7% |