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 | $27,870 | $54,762-49.1% | $90,281-69.1% | $72,985-61.8% |
| Participation rate | 81.5% | 65.1%+16.3pp | 73.3%+8.2pp | 69.5%+12.0pp |
| Annual return | 25.19% | 30.63%-5.4pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,686 | $2,092+28.4% | $2,854-5.9% | $2,440+10.1% |
| Participant deferral / active EE | $4,849 | $2,887+68.0% | $3,885+24.8% | $3,607+34.4% |
| Admin fee / account holder | $413 | $3,972-89.6% | $5,351-92.3% | $5,124-91.9% |