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 | $55,838 | $54,541+2.4% | $78,778-29.1% | $70,131-20.4% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 14.95% | 21.07%-6.1pp | 35.62%-20.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $924 | $1,089-15.1% | $1,986-53.5% | $2,342-60.6% |
| Participant deferral / active EE | $1,592 | $2,210-28.0% | $2,958-46.2% | $3,332-52.2% |
| Admin fee / account holder | $1,156 | $3,709-68.8% | $5,134-77.5% | $4,645-75.1% |