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 | $43,682 | $83,477-47.7% | $125,175-65.1% | $72,985-40.1% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-1.0pp | 69.5%+9.3pp |
| Annual return | 17.24% | 25.78%-8.5pp | 43.79%-26.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,288 | $2,345-45.1% | $3,865-66.7% | $2,440-47.2% |
| Participant deferral / active EE | $2,470 | $3,585-31.1% | $4,937-50.0% | $3,607-31.5% |
| Admin fee / account holder | $3,712 | $5,517-32.7% | $9,702-61.7% | $5,124-27.6% |