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 | $27,629 | $80,717-65.8% | $154,803-82.2% | $84,808-67.4% |
| Participation rate | 76.3% | 66.8%+9.5pp | 78.1%-1.8pp | 68.3%+8.0pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,978 | $2,761-28.4% | $4,305-54.1% | $2,631-24.8% |
| Participant deferral / active EE | $2,299 | $3,303-30.4% | $5,540-58.5% | $4,212-45.4% |
| Admin fee / account holder | $3,238 | $6,746-52.0% | $14,329-77.4% | $7,344-55.9% |