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 | $30,463 | $67,411-54.8% | $91,001-66.5% | $70,131-56.6% |
| Participation rate | 84.6% | 71.4%+13.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 17.64% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,430 | $1,786-19.9% | $2,456-41.8% | $2,342-39.0% |
| Participant deferral / active EE | $2,883 | $2,823+2.1% | $3,547-18.7% | $3,332-13.5% |
| Admin fee / account holder | $3,970 | $4,236-6.3% | $5,417-26.7% | $4,645-14.5% |