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 | $29,013 | $72,492-60.0% | $87,100-66.7% | $72,985-60.2% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 21.65% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,661 | $1,894-12.3% | $2,521-34.1% | $2,440-31.9% |
| Participant deferral / active EE | $2,958 | $3,270-9.5% | $4,049-26.9% | $3,607-18.0% |
| Admin fee / account holder | $1,340 | $5,055-73.5% | $7,497-82.1% | $5,124-73.9% |