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 | $26,765 | $48,076-44.3% | $78,689-66.0% | $62,891-57.4% |
| Participation rate | 81.4% | 65.2%+16.1pp | 73.6%+7.8pp | 69.3%+12.1pp |
| Annual return | 6.15% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,182 | $2,015+8.3% | $2,851-23.4% | $2,281-4.3% |
| Participant deferral / active EE | $3,657 | $2,588+41.3% | $3,517+4.0% | $3,203+14.2% |
| Admin fee / account holder | $1,966 | $3,207-38.7% | $4,510-56.4% | $4,296-54.2% |