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 | $36,382 | $117,983-69.2% | $101,794-64.3% | $142,382-74.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 17.34% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,173 | $2,773-57.7% | $2,289-48.8% | $4,299-72.7% |
| Participant deferral / active EE | $3,391 | $4,714-28.1% | $4,084-17.0% | $6,507-47.9% |
| Admin fee / account holder | $1,870 | $10,433-82.1% | $8,777-78.7% | $12,624-85.2% |