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 | $18,726 | $52,681-64.5% | $75,781-75.3% | $59,632-68.6% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.8%+17.7pp | 68.7%+24.9pp |
| Annual return | 11.46% | 2.95%+8.5pp | 9.68%+1.8pp | 2041.28%-2029.8pp |
| Employer contribution / active EE | $2,066 | $2,193-5.8% | $3,323-37.8% | $2,203-6.2% |
| Participant deferral / active EE | $3,700 | $2,591+42.8% | $3,651+1.3% | $3,192+15.9% |
| Admin fee / account holder | $410 | $3,610-88.6% | $5,299-92.3% | $4,297-90.5% |