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 | $40,391 | $83,477-51.6% | $125,175-67.7% | $72,985-44.7% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.5%+7.6pp |
| Annual return | 16.40% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,576 | $2,345-32.8% | $3,865-59.2% | $2,440-35.4% |
| Participant deferral / active EE | $2,034 | $3,585-43.3% | $4,937-58.8% | $3,607-43.6% |
| Admin fee / account holder | $1,210 | $5,517-78.1% | $9,702-87.5% | $5,124-76.4% |