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 | $33,767 | $60,022-43.7% | $88,946-62.0% | $84,808-60.2% |
| Participation rate | 81.1% | 57.8%+23.2pp | 68.8%+12.2pp | 68.3%+12.8pp |
| Annual return | 16.80% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,474 | $1,703-13.4% | $2,555-42.3% | $2,631-44.0% |
| Participant deferral / active EE | $3,101 | $3,114-0.4% | $4,581-32.3% | $4,212-26.4% |
| Admin fee / account holder | $3,314 | $4,811-31.1% | $8,261-59.9% | $7,344-54.9% |