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 | $26,572 | $70,475-62.3% | $100,516-73.6% | $79,858-66.7% |
| Participation rate | 86.1% | 73.7%+12.5pp | 79.4%+6.7pp | 69.6%+16.5pp |
| Annual return | 16.26% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,483 | $2,165-31.5% | $3,418-56.6% | $2,471-40.0% |
| Participant deferral / active EE | $3,209 | $5,181-38.1% | $6,270-48.8% | $3,740-14.2% |
| Admin fee / account holder | $1,209 | $4,478-73.0% | $8,081-85.0% | $5,306-77.2% |