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 | $13,824 | $68,719-79.9% | $91,541-84.9% | $84,808-83.7% |
| Participation rate | 94.1% | 64.5%+29.6pp | 69.8%+24.3pp | 68.3%+25.8pp |
| Annual return | 14.49% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $911 | $1,920-52.5% | $2,505-63.6% | $2,631-65.4% |
| Participant deferral / active EE | $2,828 | $3,136-9.8% | $4,008-29.4% | $4,212-32.8% |
| Admin fee / account holder | $424 | $5,786-92.7% | $6,956-93.9% | $7,344-94.2% |