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 | $49,967 | $65,365-23.6% | $92,893-46.2% | $72,985-31.5% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 20.02% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,187 | $2,594-54.3% | $3,653-67.5% | $2,440-51.4% |
| Participant deferral / active EE | $2,392 | $3,128-23.5% | $4,236-43.5% | $3,607-33.7% |
| Admin fee / account holder | $1,251 | $4,251-70.6% | $5,794-78.4% | $5,124-75.6% |