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 | $16,401 | $55,706-70.6% | $75,886-78.4% | $72,985-77.5% |
| Participation rate | 72.7% | 61.1%+11.6pp | 69.3%+3.4pp | 69.5%+3.2pp |
| Annual return | 21.79% | 27.59%-5.8pp | 30.76%-9.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $535 | $1,687-68.3% | $2,500-78.6% | $2,440-78.1% |
| Participant deferral / active EE | $2,442 | $2,634-7.3% | $3,603-32.2% | $3,607-32.3% |
| Admin fee / account holder | $602 | $3,978-84.9% | $5,418-88.9% | $5,124-88.3% |