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 | $40,286 | $95,803-57.9% | $113,168-64.4% | $84,808-52.5% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,784 | $2,360-24.4% | $2,975-40.1% | $2,631-32.2% |
| Participant deferral / active EE | $3,311 | $4,242-22.0% | $5,107-35.2% | $4,212-21.4% |
| Admin fee / account holder | $2,239 | $8,989-75.1% | $12,068-81.4% | $7,344-69.5% |