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 | $25,572 | $58,851-56.5% | $115,157-77.8% | $72,985-65.0% |
| Participation rate | 86.3% | 65.5%+20.7pp | 75.9%+10.4pp | 69.5%+16.8pp |
| Annual return | 18.12% | 23.16%-5.0pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,040 | $1,798-42.1% | $3,179-67.3% | $2,440-57.4% |
| Participant deferral / active EE | $3,262 | $2,643+23.5% | $4,168-21.7% | $3,607-9.6% |
| Admin fee / account holder | $5,377 | $6,370-15.6% | $7,088-24.1% | $5,124+4.9% |