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 | $21,448 | $68,719-68.8% | $91,541-76.6% | $84,808-74.7% |
| Participation rate | 71.6% | 64.5%+7.1pp | 69.8%+1.8pp | 68.3%+3.3pp |
| Annual return | 18.10% | 19.12%-1.0pp | 20.50%-2.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,442 | $1,920-24.9% | $2,505-42.4% | $2,631-45.2% |
| Participant deferral / active EE | $1,967 | $3,136-37.3% | $4,008-50.9% | $4,212-53.3% |
| Admin fee / account holder | $3,154 | $5,786-45.5% | $6,956-54.7% | $7,344-57.0% |