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 | $26,822 | $76,552-65.0% | $123,892-78.4% | $62,891-57.4% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 8.44% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,871 | $2,883-35.1% | $4,617-59.5% | $2,281-18.0% |
| Participant deferral / active EE | $3,066 | $4,840-36.6% | $5,984-48.8% | $3,203-4.3% |
| Admin fee / account holder | $1,610 | $4,826-66.6% | $8,357-80.7% | $4,296-62.5% |