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 | $26,663 | $63,355-57.9% | $91,989-71.0% | $72,985-63.5% |
| Participation rate | 87.5% | 72.5%+15.0pp | 78.6%+8.9pp | 69.5%+18.0pp |
| Annual return | 23.76% | 35.35%-11.6pp | 69.02%-45.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,220 | $2,116+5.0% | $3,452-35.7% | $2,440-9.0% |
| Participant deferral / active EE | $3,991 | $4,883-18.3% | $5,923-32.6% | $3,607+10.6% |
| Admin fee / account holder | $867 | $4,668-81.4% | $7,743-88.8% | $5,124-83.1% |