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 | $50,121 | $62,573-19.9% | $85,682-41.5% | $85,850-41.6% |
| Participation rate | 77.1% | 61.1%+16.0pp | 69.9%+7.3pp | 69.3%+7.8pp |
| Annual return | 14.41% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $421 | $1,757-76.0% | $2,618-83.9% | $2,565-83.6% |
| Participant deferral / active EE | $2,196 | $2,802-21.6% | $3,923-44.0% | $3,952-44.4% |
| Admin fee / account holder | $734 | $4,640-84.2% | $6,873-89.3% | $6,260-88.3% |