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 | $26,063 | $80,717-67.7% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.9pp | 68.3%+5.9pp |
| Annual return | 21.33% | 37.96%-16.6pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $903 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $3,893 | $3,303+17.9% | $5,540-29.7% | $4,212-7.6% |
| Admin fee / account holder | $1,430 | $6,746-78.8% | $14,329-90.0% | $7,344-80.5% |