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 | $44,011 | $62,586-29.7% | $76,768-42.7% | $64,186-31.4% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | 7.19% | -1.95%+9.1pp | 2.43%+4.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $2,364 | $1,832+29.1% | $2,485-4.9% | $2,381-0.7% |
| Participant deferral / active EE | $2,181 | $3,145-30.7% | $3,852-43.4% | $3,470-37.1% |
| Admin fee / account holder | $4,404 | $4,667-5.6% | $6,675-34.0% | $4,888-9.9% |