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 | $53,911 | $53,822+0.2% | $75,696-28.8% | $85,850-37.2% |
| Participation rate | 72.5% | 69.1%+3.5pp | 74.8%-2.3pp | 69.3%+3.2pp |
| Annual return | 21.89% | 24.54%-2.7pp | 104.53%-82.6pp | 318.53%-296.6pp |
| Employer contribution / active EE | $737 | $2,017-63.5% | $2,743-73.1% | $2,565-71.3% |
| Participant deferral / active EE | $1,415 | $2,895-51.1% | $3,821-63.0% | $3,952-64.2% |
| Admin fee / account holder | $1,349 | $3,343-59.7% | $3,619-62.7% | $6,260-78.5% |