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 8-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 | $26,806 | $60,892-56.0% | $82,389-67.5% | $84,808-68.4% |
| Participation rate | 81.1% | 63.3%+17.8pp | 69.5%+11.5pp | 68.3%+12.8pp |
| Annual return | 15.20% | 37.29%-22.1pp | 28.67%-13.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,351 | $1,779-24.1% | $2,517-46.3% | $2,631-48.7% |
| Participant deferral / active EE | $2,961 | $3,179-6.8% | $4,155-28.7% | $4,212-29.7% |
| Admin fee / account holder | $3,629 | $5,467-33.6% | $7,231-49.8% | $7,344-50.6% |