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 | $42,005 | $65,395-35.8% | $182,532-77.0% | $72,985-42.4% |
| Participation rate | 81.6% | 65.4%+16.1pp | 78.0%+3.6pp | 69.5%+12.1pp |
| Annual return | 25.26% | 27.68%-2.4pp | 148.54%-123.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,381 | $1,911-27.8% | $4,076-66.1% | $2,440-43.4% |
| Participant deferral / active EE | $3,013 | $3,563-15.4% | $5,524-45.5% | $3,607-16.5% |
| Admin fee / account holder | $2,454 | $4,245-42.2% | $8,592-71.4% | $5,124-52.1% |