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 | $20,465 | $74,927-72.7% | $101,794-79.9% | $84,808-75.9% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.2%+16.1pp | 68.3%+17.0pp |
| Annual return | 18.61% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $755 | $1,522-50.4% | $2,289-67.0% | $2,631-71.3% |
| Participant deferral / active EE | $1,728 | $3,099-44.2% | $4,084-57.7% | $4,212-59.0% |
| Admin fee / account holder | $877 | $6,514-86.5% | $8,777-90.0% | $7,344-88.1% |