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 | $32,206 | $55,706-42.2% | $75,886-57.6% | $72,985-55.9% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.3%+23.7pp | 69.5%+23.5pp |
| Annual return | 18.61% | 27.59%-9.0pp | 30.76%-12.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,876 | $1,687+11.3% | $2,500-25.0% | $2,440-23.1% |
| Participant deferral / active EE | $3,484 | $2,634+32.3% | $3,603-3.3% | $3,607-3.4% |
| Admin fee / account holder | $1,978 | $3,978-50.3% | $5,418-63.5% | $5,124-61.4% |