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 | $21,846 | $45,073-51.5% | $69,455-68.5% | $72,985-70.1% |
| Participation rate | 88.2% | 68.5%+19.7pp | 74.6%+13.6pp | 69.5%+18.7pp |
| Annual return | 24.05% | 22.65%+1.4pp | 28.97%-4.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,979 | $2,054-3.6% | $2,779-28.8% | $2,440-18.9% |
| Participant deferral / active EE | $2,212 | $2,602-15.0% | $3,535-37.4% | $3,607-38.7% |
| Admin fee / account holder | $536 | $3,056-82.5% | $3,839-86.0% | $5,124-89.5% |