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 | $29,982 | $81,460-63.2% | $103,333-71.0% | $80,856-62.9% |
| Participation rate | 86.8% | 66.8%+20.0pp | 74.5%+12.3pp | 67.6%+19.2pp |
| Annual return | 17.12% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,758 | $3,105-43.4% | $3,868-54.5% | $2,755-36.2% |
| Participant deferral / active EE | $3,748 | $3,869-3.1% | $5,057-25.9% | $4,296-12.7% |
| Admin fee / account holder | $1,445 | $6,566-78.0% | $8,355-82.7% | $6,918-79.1% |