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 | $28,201 | $54,541-48.3% | $78,778-64.2% | $70,131-59.8% |
| Participation rate | 77.4% | 60.8%+16.6pp | 69.2%+8.2pp | 69.5%+7.9pp |
| Annual return | 18.56% | 21.07%-2.5pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,087 | $1,089-0.2% | $1,986-45.3% | $2,342-53.6% |
| Participant deferral / active EE | $2,660 | $2,210+20.3% | $2,958-10.1% | $3,332-20.2% |
| Admin fee / account holder | $347 | $3,709-90.7% | $5,134-93.3% | $4,645-92.5% |