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 | $16,929 | $80,717-79.0% | $154,803-89.1% | $84,808-80.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 14.81% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,148 | $2,761-58.4% | $4,305-73.3% | $2,631-56.4% |
| Participant deferral / active EE | $2,420 | $3,303-26.7% | $5,540-56.3% | $4,212-42.5% |
| Admin fee / account holder | $981 | $6,746-85.5% | $14,329-93.2% | $7,344-86.6% |