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 | $45,441 | $71,050-36.0% | $93,606-51.5% | $80,856-43.8% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 12.14% | 11.26%+0.9pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,482 | $1,564-5.2% | $2,420-38.7% | $2,755-46.2% |
| Participant deferral / active EE | $1,886 | $4,034-53.2% | $4,411-57.2% | $4,296-56.1% |
| Admin fee / account holder | $530 | $6,945-92.4% | $8,285-93.6% | $6,918-92.3% |