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 | $22,754 | $60,892-62.6% | $82,389-72.4% | $84,808-73.2% |
| Participation rate | 95.7% | 63.3%+32.5pp | 69.5%+26.2pp | 68.3%+27.4pp |
| Annual return | 17.48% | 37.29%-19.8pp | 28.67%-11.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,014 | $1,779+13.2% | $2,517-20.0% | $2,631-23.4% |
| Participant deferral / active EE | $4,020 | $3,179+26.5% | $4,155-3.2% | $4,212-4.6% |
| Admin fee / account holder | $3,887 | $5,467-28.9% | $7,231-46.2% | $7,344-47.1% |