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 | $27,956 | $76,367-63.4% | $93,606-70.1% | $72,985-61.7% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.8%+17.2pp | 69.5%+23.5pp |
| Annual return | 16.93% | 25.82%-8.9pp | 32.76%-15.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $749 | $2,275-67.1% | $2,718-72.4% | $2,440-69.3% |
| Participant deferral / active EE | $2,771 | $3,538-21.7% | $4,069-31.9% | $3,607-23.2% |
| Admin fee / account holder | $7,592 | $6,838+11.0% | $7,888-3.8% | $5,124+48.2% |