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 | $42,415 | $65,365-35.1% | $92,893-54.3% | $72,985-41.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.92% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,988 | $2,594-23.4% | $3,653-45.6% | $2,440-18.5% |
| Participant deferral / active EE | $3,413 | $3,128+9.1% | $4,236-19.4% | $3,607-5.4% |
| Admin fee / account holder | $556 | $4,251-86.9% | $5,794-90.4% | $5,124-89.2% |