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 | $24,399 | $60,022-59.3% | $88,946-72.6% | $84,808-71.2% |
| Participation rate | 82.4% | 57.8%+24.5pp | 68.8%+13.5pp | 68.3%+14.0pp |
| Annual return | 23.42% | 22.43%+1.0pp | 57.82%-34.4pp | 40.90%-17.5pp |
| Employer contribution / active EE | $833 | $1,703-51.1% | $2,555-67.4% | $2,631-68.4% |
| Participant deferral / active EE | $2,542 | $3,114-18.4% | $4,581-44.5% | $4,212-39.6% |
| Admin fee / account holder | $609 | $4,811-87.3% | $8,261-92.6% | $7,344-91.7% |