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 | $28,094 | $59,839-53.0% | $81,983-65.7% | $79,858-64.8% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.2%+14.1pp | 69.6%+13.7pp |
| Annual return | 18.31% | 17.56%+0.7pp | 41.31%-23.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $373 | $1,713-78.2% | $2,498-85.1% | $2,471-84.9% |
| Participant deferral / active EE | $1,956 | $2,695-27.4% | $3,722-47.4% | $3,740-47.7% |
| Admin fee / account holder | $3,023 | $4,287-29.5% | $5,664-46.6% | $5,306-43.0% |