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 | $21,683 | $57,065-62.0% | $75,670-71.3% | $70,131-69.1% |
| Participation rate | 90.0% | 68.1%+21.9pp | 72.3%+17.7pp | 69.5%+20.5pp |
| Annual return | 17.28% | 23.57%-6.3pp | 27.34%-10.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,562 | $1,817-14.0% | $2,352-33.6% | $2,342-33.3% |
| Participant deferral / active EE | $2,982 | $2,580+15.6% | $3,142-5.1% | $3,332-10.5% |
| Admin fee / account holder | $564 | $3,825-85.3% | $5,800-90.3% | $4,645-87.9% |