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 | $38,364 | $57,016-32.7% | $84,966-54.8% | $80,856-52.6% |
| Participation rate | 77.5% | 56.3%+21.2pp | 67.5%+10.0pp | 67.6%+9.9pp |
| Annual return | 17.01% | 21.66%-4.7pp | 66.38%-49.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,694 | $1,798-5.8% | $2,727-37.9% | $2,755-38.5% |
| Participant deferral / active EE | $2,839 | $3,110-8.7% | $4,519-37.2% | $4,296-33.9% |
| Admin fee / account holder | $1,741 | $4,980-65.0% | $6,149-71.7% | $6,918-74.8% |