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 | $15,456 | $80,717-80.9% | $154,803-90.0% | $84,808-81.8% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 14.45% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,640 | $2,761-40.6% | $4,305-61.9% | $2,631-37.7% |
| Participant deferral / active EE | $3,351 | $3,303+1.5% | $5,540-39.5% | $4,212-20.4% |
| Admin fee / account holder | $2,322 | $6,746-65.6% | $14,329-83.8% | $7,344-68.4% |