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 | $45,591 | $72,492-37.1% | $87,100-47.7% | $72,985-37.5% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 20.50% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,283 | $1,894-32.3% | $2,521-49.1% | $2,440-47.4% |
| Participant deferral / active EE | $3,063 | $3,270-6.3% | $4,049-24.3% | $3,607-15.1% |
| Admin fee / account holder | $719 | $5,055-85.8% | $7,497-90.4% | $5,124-86.0% |