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 | $25,344 | $50,385-49.7% | $75,670-66.5% | $62,292-59.3% |
| Participation rate | 84.9% | 67.7%+17.2pp | 72.3%+12.6pp | 69.5%+15.4pp |
| Annual return | 15.36% | 19.90%-4.5pp | 27.34%-12.0pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,668 | $1,537+8.5% | $2,352-29.1% | $2,042-18.3% |
| Participant deferral / active EE | $2,374 | $2,445-2.9% | $3,142-24.5% | $3,169-25.1% |
| Admin fee / account holder | $1,387 | $384+261.0% | $5,800-76.1% | $479+189.3% |