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 | $42,234 | $90,503-53.3% | $78,689-46.3% | $273,961-84.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.23% | 75.60%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,864 | $3,176-41.3% | $2,851-34.6% | $4,869-61.7% |
| Participant deferral / active EE | $1,531 | $3,901-60.8% | $3,517-56.5% | $5,287-71.0% |
| Admin fee / account holder | $2,348 | $5,263-55.4% | $4,510-47.9% | $10,132-76.8% |