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 | $24,747 | $63,764-61.2% | $81,930-69.8% | $79,858-69.0% |
| Participation rate | 92.2% | 67.5%+24.7pp | 72.0%+20.2pp | 69.6%+22.5pp |
| Annual return | 15.39% | 22.66%-7.3pp | 29.49%-14.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,271 | $1,795-29.2% | $4,310-70.5% | $2,471-48.6% |
| Participant deferral / active EE | $2,581 | $2,780-7.2% | $7,107-63.7% | $3,740-31.0% |
| Admin fee / account holder | $302 | $4,426-93.2% | $5,158-94.1% | $5,306-94.3% |