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 | $29,632 | $78,672-62.3% | $109,143-72.9% | $85,850-65.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 13.20% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,696 | $2,735-38.0% | $3,722-54.4% | $2,565-33.9% |
| Participant deferral / active EE | $3,022 | $3,467-12.8% | $4,653-35.1% | $3,952-23.5% |
| Admin fee / account holder | $3,881 | $5,469-29.0% | $6,752-42.5% | $6,260-38.0% |