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 | $21,349 | $63,764-66.5% | $81,930-73.9% | $79,858-73.3% |
| Participation rate | 78.5% | 67.5%+11.0pp | 72.0%+6.5pp | 69.6%+8.8pp |
| Annual return | 15.05% | 22.66%-7.6pp | 29.49%-14.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $617 | $1,795-65.6% | $4,310-85.7% | $2,471-75.0% |
| Participant deferral / active EE | $1,506 | $2,780-45.8% | $7,107-78.8% | $3,740-59.7% |
| Admin fee / account holder | $1,219 | $4,426-72.5% | $5,158-76.4% | $5,306-77.0% |