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 | $19,638 | $46,553-57.8% | $64,056-69.3% | $75,163-73.9% |
| Participation rate | 84.3% | 65.9%+18.4pp | 72.3%+12.0pp | 67.2%+17.1pp |
| Annual return | 11.90% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $674 | $1,974-65.8% | $2,747-75.5% | $2,670-74.8% |
| Participant deferral / active EE | $2,877 | $2,837+1.4% | $3,880-25.9% | $4,125-30.3% |
| Admin fee / account holder | $2,563 | $2,952-13.2% | $3,068-16.5% | $5,651-54.7% |