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 | $27,065 | $45,073-40.0% | $69,455-61.0% | $72,985-62.9% |
| Participation rate | 76.8% | 68.5%+8.3pp | 74.6%+2.2pp | 69.5%+7.3pp |
| Annual return | 8.25% | 22.65%-14.4pp | 28.97%-20.7pp | 81.00%-72.8pp |
| Employer contribution / active EE | $820 | $2,054-60.1% | $2,779-70.5% | $2,440-66.4% |
| Participant deferral / active EE | $1,676 | $2,602-35.6% | $3,535-52.6% | $3,607-53.5% |
| Admin fee / account holder | $1,155 | $3,056-62.2% | $3,839-69.9% | $5,124-77.5% |