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 | $40,806 | $62,573-34.8% | $85,682-52.4% | $85,850-52.5% |
| Participation rate | 74.1% | 61.1%+12.9pp | 69.9%+4.2pp | 69.3%+4.8pp |
| Annual return | 16.89% | 23.77%-6.9pp | 21.49%-4.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,176 | $1,757-33.1% | $2,618-55.1% | $2,565-54.2% |
| Participant deferral / active EE | $2,364 | $2,802-15.6% | $3,923-39.7% | $3,952-40.2% |
| Admin fee / account holder | $3,717 | $4,640-19.9% | $6,873-45.9% | $6,260-40.6% |