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 | $25,299 | $61,280-58.7% | $69,780-63.7% | $84,808-70.2% |
| Participation rate | 73.5% | 73.6%-0.1pp | 79.3%-5.8pp | 68.3%+5.2pp |
| Annual return | 14.20% | 12.93%+1.3pp | 26.31%-12.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,221 | $3,577-65.9% | $4,168-70.7% | $2,631-53.6% |
| Participant deferral / active EE | $3,101 | $3,756-17.4% | $6,164-49.7% | $4,212-26.4% |
| Admin fee / account holder | $2,251 | $6,026-62.6% | $7,285-69.1% | $7,344-69.3% |