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 | $42,891 | $72,492-40.8% | $87,100-50.8% | $72,985-41.2% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 19.77% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $928 | $1,894-51.0% | $2,521-63.2% | $2,440-62.0% |
| Participant deferral / active EE | $2,439 | $3,270-25.4% | $4,049-39.8% | $3,607-32.4% |
| Admin fee / account holder | $356 | $5,055-93.0% | $7,497-95.3% | $5,124-93.1% |