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 | $25,776 | $64,480-60.0% | $81,382-68.3% | $80,856-68.1% |
| Participation rate | 94.9% | 63.9%+31.0pp | 69.5%+25.4pp | 67.6%+27.2pp |
| Annual return | 11.95% | 16.34%-4.4pp | 24.73%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,555 | $1,978-21.4% | $2,463-36.9% | $2,755-43.6% |
| Participant deferral / active EE | $2,329 | $3,094-24.7% | $3,883-40.0% | $4,296-45.8% |
| Admin fee / account holder | $1,577 | $5,671-72.2% | $5,768-72.7% | $6,918-77.2% |