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 | $33,287 | $58,512-43.1% | $84,015-60.4% | $72,985-54.4% |
| Participation rate | 72.2% | 61.2%+11.0pp | 69.0%+3.2pp | 69.5%+2.7pp |
| Annual return | 19.58% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,063 | $1,163-8.6% | $1,983-46.4% | $2,440-56.4% |
| Participant deferral / active EE | $3,531 | $2,394+47.5% | $3,239+9.0% | $3,607-2.1% |
| Admin fee / account holder | $486 | $4,569-89.4% | $6,101-92.0% | $5,124-90.5% |