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 | $41,789 | $72,492-42.4% | $87,100-52.0% | $72,985-42.7% |
| Participation rate | 74.6% | 72.8%+1.8pp | 76.9%-2.2pp | 69.5%+5.2pp |
| Annual return | 32.82% | 24.46%+8.4pp | 28.19%+4.6pp | 81.00%-48.2pp |
| Employer contribution / active EE | $1,700 | $1,894-10.2% | $2,521-32.6% | $2,440-30.3% |
| Participant deferral / active EE | $3,810 | $3,270+16.5% | $4,049-5.9% | $3,607+5.6% |
| Admin fee / account holder | $11,271 | $5,055+123.0% | $7,497+50.3% | $5,124+119.9% |