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 | $26,855 | $90,503-70.3% | $78,689-65.9% | $273,961-90.2% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 5.43% | 75.60%-70.2pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,653 | $3,176-47.9% | $2,851-42.0% | $4,869-66.0% |
| Participant deferral / active EE | $2,034 | $3,901-47.9% | $3,517-42.2% | $5,287-61.5% |
| Admin fee / account holder | $7,615 | $5,263+44.7% | $4,510+68.8% | $10,132-24.8% |