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 | $24,391 | $46,553-47.6% | $64,056-61.9% | $75,163-67.5% |
| Participation rate | 76.9% | 65.9%+11.0pp | 72.3%+4.6pp | 67.2%+9.7pp |
| Annual return | 19.39% | 26.03%-6.6pp | 33.69%-14.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,752 | $1,974-11.3% | $2,747-36.2% | $2,670-34.4% |
| Participant deferral / active EE | $3,126 | $2,837+10.2% | $3,880-19.4% | $4,125-24.2% |
| Admin fee / account holder | $872 | $2,952-70.5% | $3,068-71.6% | $5,651-84.6% |