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 | $42,655 | $87,870-51.5% | $113,168-62.3% | $74,304-42.6% |
| Participation rate | 83.0% | 70.7%+12.3pp | 76.6%+6.4pp | 60.3%+22.7pp |
| Annual return | 20.80% | 26.44%-5.6pp | 24.27%-3.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,251 | $2,277-45.1% | $2,975-58.0% | $2,241-44.2% |
| Participant deferral / active EE | $2,577 | $4,241-39.2% | $5,107-49.5% | $3,767-31.6% |
| Admin fee / account holder | $2,654 | $3,368-21.2% | $12,068-78.0% | $2,969-10.6% |