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 | $25,891 | $92,985-72.2% | $153,485-83.1% | $80,856-68.0% |
| Participation rate | 72.7% | 69.0%+3.8pp | 77.1%-4.4pp | 67.6%+5.1pp |
| Annual return | 15.43% | 19.95%-4.5pp | 15.65%-0.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,217 | $3,507-36.8% | $5,039-56.0% | $2,755-19.5% |
| Participant deferral / active EE | $3,672 | $5,178-29.1% | $6,757-45.7% | $4,296-14.5% |
| Admin fee / account holder | $1,285 | $8,880-85.5% | $12,724-89.9% | $6,918-81.4% |