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 | $24,218 | $54,541-55.6% | $78,778-69.3% | $70,131-65.5% |
| Participation rate | 91.5% | 60.8%+30.7pp | 69.2%+22.4pp | 69.5%+22.0pp |
| Annual return | 14.98% | 21.07%-6.1pp | 35.62%-20.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $362 | $1,089-66.8% | $1,986-81.8% | $2,342-84.6% |
| Participant deferral / active EE | $2,106 | $2,210-4.7% | $2,958-28.8% | $3,332-36.8% |
| Admin fee / account holder | $1,584 | $3,709-57.3% | $5,134-69.1% | $4,645-65.9% |