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 | $40,215 | $104,974-61.7% | $95,585-57.9% | $142,382-71.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 13.82% | 210.33%-196.5pp | 38.56%-24.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,678 | $2,779-39.6% | $2,527-33.6% | $4,299-61.0% |
| Participant deferral / active EE | $8,380 | $4,352+92.6% | $4,023+108.3% | $6,507+28.8% |
| Admin fee / account holder | $2,360 | $6,386-63.0% | $6,127-61.5% | $12,624-81.3% |