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 | $35,884 | $79,944-55.1% | $98,439-63.5% | $75,163-52.3% |
| Participation rate | 82.1% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+15.0pp |
| Annual return | 17.13% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,056 | $3,752+8.1% | $4,738-14.4% | $4,125-1.7% |
| Admin fee / account holder | $641 | $6,840-90.6% | $8,948-92.8% | $5,651-88.7% |