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 | $42,980 | $116,175-63.0% | $93,606-54.1% | $152,861-71.9% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 25.53% | 35.96%-10.4pp | 32.76%-7.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $661 | $3,218-79.4% | $2,718-75.7% | $4,762-86.1% |
| Participant deferral / active EE | $2,006 | $4,603-56.4% | $4,069-50.7% | $5,850-65.7% |
| Admin fee / account holder | $4,116 | $10,748-61.7% | $7,888-47.8% | $11,596-64.5% |