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 | $22,693 | $60,022-62.2% | $88,946-74.5% | $84,808-73.2% |
| Participation rate | 93.9% | 57.8%+36.1pp | 68.8%+25.1pp | 68.3%+25.6pp |
| Annual return | 16.68% | 22.43%-5.8pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,924 | $1,703+13.0% | $2,555-24.7% | $2,631-26.9% |
| Participant deferral / active EE | $3,121 | $3,114+0.2% | $4,581-31.9% | $4,212-25.9% |
| Admin fee / account holder | $331 | $4,811-93.1% | $8,261-96.0% | $7,344-95.5% |