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 | $43,639 | $74,927-41.8% | $101,794-57.1% | $84,808-48.5% |
| Participation rate | 88.0% | 61.4%+26.5pp | 69.2%+18.8pp | 68.3%+19.6pp |
| Annual return | 13.10% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $646 | $1,522-57.5% | $2,289-71.8% | $2,631-75.4% |
| Participant deferral / active EE | $2,649 | $3,099-14.5% | $4,084-35.1% | $4,212-37.1% |
| Admin fee / account holder | $2,407 | $6,514-63.0% | $8,777-72.6% | $7,344-67.2% |