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 | $41,060 | $66,098-37.9% | $101,794-59.7% | $74,304-44.7% |
| Participation rate | 75.2% | 53.8%+21.5pp | 69.2%+6.1pp | 60.3%+14.9pp |
| Annual return | 17.16% | 19.59%-2.4pp | 30.53%-13.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $821 | $1,082-24.1% | $2,289-64.1% | $2,241-63.4% |
| Participant deferral / active EE | $3,616 | $2,781+30.0% | $4,084-11.5% | $3,767-4.0% |
| Admin fee / account holder | $1,687 | $4,146-59.3% | $8,777-80.8% | $2,969-43.2% |