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 | $40,692 | $78,422-48.1% | $95,952-57.6% | $79,858-49.0% |
| Participation rate | 74.3% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.7pp |
| Annual return | 18.56% | 19.37%-0.8pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $846 | $1,945-56.5% | $2,541-66.7% | $2,471-65.7% |
| Participant deferral / active EE | $1,972 | $3,440-42.7% | $4,167-52.7% | $3,740-47.3% |
| Admin fee / account holder | $1,336 | $5,622-76.2% | $6,795-80.3% | $5,306-74.8% |