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 | $11,307 | $60,892-81.4% | $82,389-86.3% | $84,808-86.7% |
| Participation rate | 87.2% | 63.3%+24.0pp | 69.5%+17.7pp | 68.3%+18.9pp |
| Annual return | 15.99% | 37.29%-21.3pp | 28.67%-12.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,195 | $1,779-32.9% | $2,517-52.5% | $2,631-54.6% |
| Participant deferral / active EE | $2,150 | $3,179-32.4% | $4,155-48.2% | $4,212-48.9% |
| Admin fee / account holder | $692 | $5,467-87.3% | $7,231-90.4% | $7,344-90.6% |