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 | $44,020 | $113,339-61.2% | $94,993-53.7% | $147,584-70.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 25.85% | 20.77%+5.1pp | 27.12%-1.3pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,351 | $3,160-57.2% | $2,603-48.1% | $4,876-72.3% |
| Participant deferral / active EE | $3,557 | $3,777-5.8% | $3,317+7.2% | $5,439-34.6% |
| Admin fee / account holder | $4,048 | $6,063-33.2% | $4,960-18.4% | $10,885-62.8% |