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 | $37,756 | $149,734-74.8% | $118,925-68.3% | $158,922-76.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 12.26% | 19.95%-7.7pp | 35.88%-23.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,920 | $4,115-53.3% | $3,263-41.1% | $4,761-59.7% |
| Participant deferral / active EE | $4,720 | $5,223-9.6% | $4,265+10.7% | $5,982-21.1% |
| Admin fee / account holder | $5,047 | $8,603-41.3% | $6,581-23.3% | $11,246-55.1% |