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 | $31,543 | $68,719-54.1% | $91,541-65.5% | $84,808-62.8% |
| Participation rate | 96.6% | 64.5%+32.0pp | 69.8%+26.8pp | 68.3%+28.2pp |
| Annual return | 14.93% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $590 | $1,920-69.3% | $2,505-76.4% | $2,631-77.6% |
| Participant deferral / active EE | $1,799 | $3,136-42.6% | $4,008-55.1% | $4,212-57.3% |
| Admin fee / account holder | $554 | $5,786-90.4% | $6,956-92.0% | $7,344-92.5% |