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 | $17,814 | $50,082-64.4% | $93,406-80.9% | $79,858-77.7% |
| Participation rate | 72.0% | 60.9%+11.1pp | 66.8%+5.2pp | 69.6%+2.4pp |
| Annual return | 13.96% | 24.59%-10.6pp | 78.05%-64.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,309 | $1,303+0.4% | $2,075-36.9% | $2,471-47.0% |
| Participant deferral / active EE | $2,546 | $2,212+15.1% | $3,126-18.6% | $3,740-31.9% |
| Admin fee / account holder | $1,945 | $3,454-43.7% | $5,230-62.8% | $5,306-63.4% |