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 | $46,093 | $58,512-21.2% | $84,015-45.1% | $72,985-36.8% |
| Participation rate | 72.2% | 61.2%+10.9pp | 69.0%+3.1pp | 69.5%+2.7pp |
| Annual return | 21.95% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $925 | $1,163-20.5% | $1,983-53.4% | $2,440-62.1% |
| Participant deferral / active EE | $2,985 | $2,394+24.7% | $3,239-7.8% | $3,607-17.2% |
| Admin fee / account holder | $880 | $4,569-80.7% | $6,101-85.6% | $5,124-82.8% |