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 | $30,167 | $72,492-58.4% | $87,100-65.4% | $72,985-58.7% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.9%+0.4pp | 69.5%+7.8pp |
| Annual return | 23.67% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,990 | $1,894+57.9% | $2,521+18.6% | $2,440+22.5% |
| Participant deferral / active EE | $4,803 | $3,270+46.9% | $4,049+18.6% | $3,607+33.1% |
| Admin fee / account holder | $559 | $5,055-88.9% | $7,497-92.5% | $5,124-89.1% |