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 | $23,697 | $96,956-75.6% | $70,014-66.2% | $273,961-91.4% |
| Participation rate | 79.2% | 77.1%+2.1pp | 71.8%+7.4pp | 83.0%-3.8pp |
| Annual return | 6.71% | 12.93%-6.2pp | 12.99%-6.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,101 | $3,316-36.6% | $2,338-10.1% | $4,869-56.8% |
| Participant deferral / active EE | $4,807 | $3,744+28.4% | $2,931+64.0% | $5,287-9.1% |
| Admin fee / account holder | $472 | $7,934-94.0% | $4,380-89.2% | $10,132-95.3% |