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 | $40,795 | $95,803-57.4% | $113,168-64.0% | $84,808-51.9% |
| Participation rate | 90.8% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.5pp |
| Annual return | 17.36% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,544 | $2,360+7.8% | $2,975-14.5% | $2,631-3.3% |
| Participant deferral / active EE | $4,585 | $4,242+8.1% | $5,107-10.2% | $4,212+8.9% |
| Admin fee / account holder | $2,654 | $8,989-70.5% | $12,068-78.0% | $7,344-63.9% |