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 | $24,079 | $72,277-66.7% | $101,248-76.2% | $79,858-69.8% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | 17.12% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,930 | $2,692-28.3% | $3,660-47.3% | $2,471-21.9% |
| Participant deferral / active EE | $4,684 | $3,282+42.7% | $4,370+7.2% | $3,740+25.2% |
| Admin fee / account holder | $646 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |