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 | $30,126 | $80,717-62.7% | $154,803-80.5% | $84,808-64.5% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 13.43% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,342 | $2,761-51.4% | $4,305-68.8% | $2,631-49.0% |
| Participant deferral / active EE | $2,857 | $3,303-13.5% | $5,540-48.4% | $4,212-32.2% |
| Admin fee / account holder | $2,954 | $6,746-56.2% | $14,329-79.4% | $7,344-59.8% |