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 | $28,286 | $58,512-51.7% | $84,015-66.3% | $72,985-61.2% |
| Participation rate | 72.5% | 61.2%+11.3pp | 69.0%+3.5pp | 69.5%+3.1pp |
| Annual return | 25.00% | 28.93%-3.9pp | 71.31%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,163 | $1,1630% | $1,983-41.3% | $2,440-52.3% |
| Participant deferral / active EE | $2,534 | $2,394+5.9% | $3,239-21.7% | $3,607-29.7% |
| Admin fee / account holder | $633 | $4,569-86.1% | $6,101-89.6% | $5,124-87.6% |