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 | $54,192 | $58,512-7.4% | $84,015-35.5% | $72,985-25.7% |
| Participation rate | 77.8% | 61.2%+16.6pp | 69.0%+8.8pp | 69.5%+8.3pp |
| Annual return | 19.43% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,509 | $1,163+29.7% | $1,983-23.9% | $2,440-38.2% |
| Participant deferral / active EE | $2,279 | $2,394-4.8% | $3,239-29.6% | $3,607-36.8% |
| Admin fee / account holder | $3,891 | $4,569-14.8% | $6,101-36.2% | $5,124-24.1% |