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 | $28,661 | $93,571-69.4% | $135,903-78.9% | $75,163-61.9% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 19.07% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $875 | $3,537-75.3% | $4,856-82.0% | $2,670-67.2% |
| Participant deferral / active EE | $5,625 | $6,404-12.2% | $7,758-27.5% | $4,125+36.4% |
| Admin fee / account holder | $2,775 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |