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 | $27,268 | $78,672-65.3% | $109,143-75.0% | $85,850-68.2% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 16.20% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,152 | $2,735-21.3% | $3,722-42.2% | $2,565-16.1% |
| Participant deferral / active EE | $4,889 | $3,467+41.0% | $4,653+5.1% | $3,952+23.7% |
| Admin fee / account holder | $781 | $5,469-85.7% | $6,752-88.4% | $6,260-87.5% |