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 | $21,253 | $50,972-58.3% | $88,538-76.0% | $72,985-70.9% |
| Participation rate | 84.0% | 63.4%+20.6pp | 68.7%+15.3pp | 69.5%+14.5pp |
| Annual return | 17.11% | 29.62%-12.5pp | 43.64%-26.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,401 | $1,475-5.0% | $2,098-33.2% | $2,440-42.6% |
| Participant deferral / active EE | $1,901 | $2,230-14.8% | $2,914-34.8% | $3,607-47.3% |
| Admin fee / account holder | $1,386 | $3,230-57.1% | $4,310-67.8% | $5,124-73.0% |