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 | $15,365 | $48,076-68.0% | $78,689-80.5% | $62,891-75.6% |
| Participation rate | 82.1% | 65.2%+16.8pp | 73.6%+8.5pp | 69.3%+12.7pp |
| Annual return | 6.21% | 31.35%-25.1pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $341 | $2,015-83.1% | $2,851-88.0% | $2,281-85.0% |
| Participant deferral / active EE | $2,022 | $2,588-21.9% | $3,517-42.5% | $3,203-36.9% |
| Admin fee / account holder | $1,362 | $3,207-57.5% | $4,510-69.8% | $4,296-68.3% |