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 | $38,484 | $80,673-52.3% | $101,326-62.0% | $84,808-54.6% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 18.03% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,212 | $2,698-18.0% | $3,665-39.6% | $2,631-15.9% |
| Participant deferral / active EE | $4,015 | $6,840-41.3% | $7,994-49.8% | $4,212-4.7% |
| Admin fee / account holder | $2,309 | $12,784-81.9% | $11,185-79.4% | $7,344-68.6% |