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 | $21,218 | $74,927-71.7% | $101,794-79.2% | $84,808-75.0% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.2%+21.0pp | 68.3%+21.9pp |
| Annual return | 15.68% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $343 | $1,522-77.5% | $2,289-85.0% | $2,631-87.0% |
| Participant deferral / active EE | $2,388 | $3,099-22.9% | $4,084-41.5% | $4,212-43.3% |
| Admin fee / account holder | $2,301 | $6,514-64.7% | $8,777-73.8% | $7,344-68.7% |