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 | $44,323 | $65,365-32.2% | $92,893-52.3% | $72,985-39.3% |
| Participation rate | 92.1% | 68.3%+23.8pp | 76.0%+16.1pp | 69.5%+22.6pp |
| Annual return | 17.69% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,205 | $2,594-53.6% | $3,653-67.0% | $2,440-50.6% |
| Participant deferral / active EE | $2,353 | $3,128-24.8% | $4,236-44.5% | $3,607-34.8% |
| Admin fee / account holder | $1,778 | $4,251-58.2% | $5,794-69.3% | $5,124-65.3% |