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 | $15,426 | $45,698-66.2% | $61,048-74.7% | $72,985-78.9% |
| Participation rate | 92.3% | 74.3%+18.0pp | 79.3%+13.0pp | 69.5%+22.8pp |
| Annual return | 18.29% | 20.14%-1.8pp | 26.18%-7.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,492 | $2,803-46.8% | $3,716-59.9% | $2,440-38.9% |
| Participant deferral / active EE | $1,810 | $3,264-44.5% | $4,470-59.5% | $3,607-49.8% |
| Admin fee / account holder | $1,410 | $3,347-57.9% | $3,728-62.2% | $5,124-72.5% |