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 | $35,242 | $56,897-38.1% | $84,750-58.4% | $62,891-44.0% |
| Participation rate | 71.9% | 68.5%+3.3pp | 76.6%-4.7pp | 69.3%+2.6pp |
| Annual return | 9.65% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $641 | $2,400-73.3% | $3,574-82.1% | $2,281-71.9% |
| Participant deferral / active EE | $2,730 | $2,709+0.8% | $3,712-26.5% | $3,203-14.8% |
| Admin fee / account holder | $897 | $3,581-74.9% | $5,332-83.2% | $4,296-79.1% |