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 | $26,853 | $58,828-54.4% | $77,999-65.6% | $62,891-57.3% |
| Participation rate | 78.8% | 71.1%+7.7pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | 7.08% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,487 | $1,672-11.1% | $2,470-39.8% | $2,281-34.8% |
| Participant deferral / active EE | $4,720 | $2,686+75.8% | $3,497+35.0% | $3,203+47.4% |
| Admin fee / account holder | $1,156 | $4,393-73.7% | $5,480-78.9% | $4,296-73.1% |