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 | $37,896 | $35,183+7.7% | $73,545-48.5% | $70,131-46.0% |
| Participation rate | 71.4% | 42.9%+28.5pp | 54.9%+16.5pp | 69.5%+1.9pp |
| Annual return | 16.74% | 26.90%-10.2pp | -15.16%+31.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $791 | $709+11.6% | $1,219-35.1% | $2,342-66.2% |
| Participant deferral / active EE | $1,623 | $1,220+33.0% | $1,806-10.2% | $3,332-51.3% |
| Admin fee / account holder | $1,728 | $2,302-24.9% | $2,320-25.5% | $4,645-62.8% |