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 | $26,110 | $56,897-54.1% | $84,750-69.2% | $62,891-58.5% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,427 | $2,400-40.6% | $3,574-60.1% | $2,281-37.5% |
| Participant deferral / active EE | $2,228 | $2,709-17.7% | $3,712-40.0% | $3,203-30.4% |
| Admin fee / account holder | $498 | $3,581-86.1% | $5,332-90.7% | $4,296-88.4% |