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 | $49,397 | $67,411-26.7% | $91,001-45.7% | $70,131-29.6% |
| Participation rate | 95.7% | 71.4%+24.3pp | 75.6%+20.1pp | 69.5%+26.1pp |
| Annual return | 15.65% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,337 | $1,786-25.1% | $2,456-45.5% | $2,342-42.9% |
| Participant deferral / active EE | $1,745 | $2,823-38.2% | $3,547-50.8% | $3,332-47.6% |
| Admin fee / account holder | $346 | $4,236-91.8% | $5,417-93.6% | $4,645-92.6% |