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 | $24,623 | $74,927-67.1% | $101,794-75.8% | $84,808-71.0% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 18.14% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $946 | $1,522-37.8% | $2,289-58.7% | $2,631-64.0% |
| Participant deferral / active EE | $3,496 | $3,099+12.8% | $4,084-14.4% | $4,212-17.0% |
| Admin fee / account holder | $1,030 | $6,514-84.2% | $8,777-88.3% | $7,344-86.0% |