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 | $37,021 | $60,892-39.2% | $82,389-55.1% | $84,808-56.3% |
| Participation rate | 84.8% | 63.3%+21.5pp | 69.5%+15.2pp | 68.3%+16.5pp |
| Annual return | 14.98% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $393 | $1,779-77.9% | $2,517-84.4% | $2,631-85.1% |
| Participant deferral / active EE | $3,535 | $3,179+11.2% | $4,155-14.9% | $4,212-16.1% |
| Admin fee / account holder | $1,621 | $5,467-70.4% | $7,231-77.6% | $7,344-77.9% |