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 | $33,151 | $58,828-43.6% | $77,999-57.5% | $62,891-47.3% |
| Participation rate | 74.1% | 71.1%+3.0pp | 75.5%-1.4pp | 69.3%+4.8pp |
| Annual return | 7.00% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $969 | $1,672-42.1% | $2,470-60.8% | $2,281-57.5% |
| Participant deferral / active EE | $2,591 | $2,686-3.5% | $3,497-25.9% | $3,203-19.1% |
| Admin fee / account holder | $2,640 | $4,393-39.9% | $5,480-51.8% | $4,296-38.5% |