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 | $42,875 | $58,512-26.7% | $84,015-49.0% | $72,985-41.3% |
| Participation rate | 96.4% | 61.2%+35.2pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 17.62% | 28.93%-11.3pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,749 | $1,163+50.4% | $1,983-11.8% | $2,440-28.3% |
| Participant deferral / active EE | $1,766 | $2,394-26.2% | $3,239-45.5% | $3,607-51.0% |
| Admin fee / account holder | $1,100 | $4,569-75.9% | $6,101-82.0% | $5,124-78.5% |