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 | $16,757 | $63,764-73.7% | $81,930-79.5% | $79,858-79.0% |
| Participation rate | 92.6% | 67.5%+25.1pp | 72.0%+20.6pp | 69.6%+23.0pp |
| Annual return | 12.41% | 22.66%-10.2pp | 29.49%-17.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,184 | $1,795-34.0% | $4,310-72.5% | $2,471-52.1% |
| Participant deferral / active EE | $1,695 | $2,780-39.0% | $7,107-76.1% | $3,740-54.7% |
| Admin fee / account holder | $371 | $4,426-91.6% | $5,158-92.8% | $5,306-93.0% |