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 | $40,036 | $65,365-38.7% | $92,893-56.9% | $72,985-45.1% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.3pp |
| Annual return | 23.64% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,018 | $2,594-22.2% | $3,653-44.7% | $2,440-17.3% |
| Participant deferral / active EE | $3,999 | $3,128+27.8% | $4,236-5.6% | $3,607+10.8% |
| Admin fee / account holder | $4,038 | $4,251-5.0% | $5,794-30.3% | $5,124-21.2% |