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 | $44,962 | $93,571-51.9% | $135,903-66.9% | $75,163-40.2% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 67.2%+10.0pp |
| Annual return | 21.61% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,067 | $6,404+26.0% | $7,758+4.0% | $4,125+95.6% |
| Admin fee / account holder | $363 | $6,975-94.8% | $10,762-96.6% | $5,651-93.6% |