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 | $21,148 | $56,897-62.8% | $84,750-75.0% | $62,891-66.4% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 8.22% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $559 | $2,400-76.7% | $3,574-84.4% | $2,281-75.5% |
| Participant deferral / active EE | $2,197 | $2,709-18.9% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $3,700 | $3,581+3.3% | $5,332-30.6% | $4,296-13.9% |