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 | $38,668 | $48,076-19.6% | $78,689-50.9% | $62,891-38.5% |
| Participation rate | 70.4% | 65.2%+5.2pp | 73.6%-3.2pp | 69.3%+1.1pp |
| Annual return | 9.34% | 31.35%-22.0pp | 62.18%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,469 | $2,015-27.1% | $2,851-48.5% | $2,281-35.6% |
| Participant deferral / active EE | $2,027 | $2,588-21.7% | $3,517-42.4% | $3,203-36.7% |
| Admin fee / account holder | $2,637 | $3,207-17.8% | $4,510-41.5% | $4,296-38.6% |