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 | $40,647 | $80,968-49.8% | $96,544-57.9% | $75,163-45.9% |
| Participation rate | 71.7% | 71.8%-0.1pp | 76.0%-4.3pp | 67.2%+4.5pp |
| Annual return | 21.73% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,251 | $2,282-1.4% | $2,965-24.1% | $2,670-15.7% |
| Participant deferral / active EE | $4,440 | $3,928+13.0% | $4,851-8.5% | $4,125+7.6% |
| Admin fee / account holder | $905 | $6,724-86.5% | $8,252-89.0% | $5,651-84.0% |