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 | $23,244 | $78,926-70.5% | $136,749-83.0% | $84,808-72.6% |
| Participation rate | 92.6% | 62.2%+30.4pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 22.10% | 18.17%+3.9pp | 24.33%-2.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,340 | $2,134-37.2% | $3,400-60.6% | $2,631-49.1% |
| Participant deferral / active EE | $2,962 | $3,168-6.5% | $4,692-36.9% | $4,212-29.7% |
| Admin fee / account holder | $576 | $6,369-91.0% | $11,386-94.9% | $7,344-92.2% |