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 | $45,144 | $73,933-38.9% | $96,683-53.3% | $75,163-39.9% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.2pp |
| Annual return | 16.06% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,720 | $2,928-41.3% | $3,737-54.0% | $2,670-35.6% |
| Participant deferral / active EE | $3,479 | $3,659-4.9% | $4,878-28.7% | $4,125-15.7% |
| Admin fee / account holder | $349 | $5,216-93.3% | $6,730-94.8% | $5,651-93.8% |