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 | $19,660 | $99,341-80.2% | $84,750-76.8% | $273,961-92.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 12.13% | 22.93%-10.8pp | 22.78%-10.7pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,377 | $4,214-43.6% | $3,574-33.5% | $4,869-51.2% |
| Participant deferral / active EE | $4,459 | $4,269+4.4% | $3,712+20.1% | $5,287-15.7% |
| Admin fee / account holder | $780 | $6,644-88.3% | $5,332-85.4% | $10,132-92.3% |