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 | $28,227 | $54,762-48.5% | $90,281-68.7% | $72,985-61.3% |
| Participation rate | 89.3% | 65.1%+24.1pp | 73.3%+16.0pp | 69.5%+19.8pp |
| Annual return | 18.93% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,021 | $2,092-51.2% | $2,854-64.2% | $2,440-58.1% |
| Participant deferral / active EE | $2,557 | $2,887-11.4% | $3,885-34.2% | $3,607-29.1% |
| Admin fee / account holder | $883 | $3,972-77.8% | $5,351-83.5% | $5,124-82.8% |