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 | $33,226 | $45,073-26.3% | $69,455-52.2% | $72,985-54.5% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 24.37% | 22.65%+1.7pp | 28.97%-4.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $572 | $2,054-72.2% | $2,779-79.4% | $2,440-76.6% |
| Participant deferral / active EE | $2,510 | $2,602-3.5% | $3,535-29.0% | $3,607-30.4% |
| Admin fee / account holder | $1,161 | $3,056-62.0% | $3,839-69.8% | $5,124-77.3% |