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 | $41,971 | $47,848-12.3% | $81,478-48.5% | $70,131-40.2% |
| Participation rate | 92.3% | 58.3%+34.0pp | 68.0%+24.3pp | 69.5%+22.8pp |
| Annual return | 15.12% | 27.25%-12.1pp | 38.78%-23.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,500 | $1,527+63.7% | $2,568-2.6% | $2,342+6.7% |
| Participant deferral / active EE | $2,251 | $2,453-8.2% | $3,537-36.3% | $3,332-32.4% |
| Admin fee / account holder | $2,111 | $3,145-32.9% | $4,561-53.7% | $4,645-54.6% |