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 | $26,811 | $81,460-67.1% | $103,333-74.1% | $80,856-66.8% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 21.52% | 25.55%-4.0pp | 24.88%-3.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $818 | $3,105-73.7% | $3,868-78.9% | $2,755-70.3% |
| Participant deferral / active EE | $4,135 | $3,869+6.9% | $5,057-18.2% | $4,296-3.7% |
| Admin fee / account holder | $673 | $6,566-89.8% | $8,355-92.0% | $6,918-90.3% |