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 | $28,469 | $72,277-60.6% | $101,248-71.9% | $79,858-64.4% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 22.36% | 22.30%+0.1pp | 46.47%-24.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,336 | $2,692-50.4% | $3,660-63.5% | $2,471-45.9% |
| Participant deferral / active EE | $3,674 | $3,282+12.0% | $4,370-15.9% | $3,740-1.8% |
| Admin fee / account holder | $2,531 | $4,400-42.5% | $5,945-57.4% | $5,306-52.3% |