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 | $38,028 | $60,892-37.5% | $82,389-53.8% | $84,808-55.2% |
| Participation rate | 78.8% | 63.3%+15.6pp | 69.5%+9.3pp | 68.3%+10.5pp |
| Annual return | 17.90% | 37.29%-19.4pp | 28.67%-10.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,201 | $1,779-32.5% | $2,517-52.3% | $2,631-54.4% |
| Participant deferral / active EE | $3,617 | $3,179+13.8% | $4,155-13.0% | $4,212-14.1% |
| Admin fee / account holder | $1,515 | $5,467-72.3% | $7,231-79.1% | $7,344-79.4% |