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 | $45,780 | $76,367-40.1% | $93,606-51.1% | $72,985-37.3% |
| Participation rate | 78.6% | 71.7%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 20.57% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $436 | $2,275-80.8% | $2,718-84.0% | $2,440-82.1% |
| Participant deferral / active EE | $2,180 | $3,538-38.4% | $4,069-46.4% | $3,607-39.6% |
| Admin fee / account holder | $618 | $6,838-91.0% | $7,888-92.2% | $5,124-87.9% |