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 | $44,349 | $99,341-55.4% | $84,750-47.7% | $273,961-83.8% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 2.33% | 22.93%-20.6pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,404 | $4,214-66.7% | $3,574-60.7% | $4,869-71.2% |
| Participant deferral / active EE | $2,999 | $4,269-29.7% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $828 | $6,644-87.5% | $5,332-84.5% | $10,132-91.8% |