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 | $22,588 | $71,050-68.2% | $93,606-75.9% | $80,856-72.1% |
| Participation rate | 72.7% | 60.4%+12.3pp | 68.7%+4.0pp | 67.6%+5.1pp |
| Annual return | 14.82% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,719 | $1,564+9.9% | $2,420-29.0% | $2,755-37.6% |
| Participant deferral / active EE | $2,409 | $4,034-40.3% | $4,411-45.4% | $4,296-43.9% |
| Admin fee / account holder | $760 | $6,945-89.1% | $8,285-90.8% | $6,918-89.0% |