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 | $19,231 | $47,848-59.8% | $81,478-76.4% | $70,131-72.6% |
| Participation rate | 85.7% | 58.3%+27.4pp | 68.0%+17.8pp | 69.5%+16.2pp |
| Annual return | 23.22% | 27.25%-4.0pp | 38.78%-15.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $412 | $1,527-73.0% | $2,568-83.9% | $2,342-82.4% |
| Participant deferral / active EE | $1,433 | $2,453-41.6% | $3,537-59.5% | $3,332-57.0% |
| Admin fee / account holder | $839 | $3,145-73.3% | $4,561-81.6% | $4,645-81.9% |