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 | $37,047 | $80,717-54.1% | $154,803-76.1% | $84,808-56.3% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 15.87% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,571 | $2,761-43.1% | $4,305-63.5% | $2,631-40.3% |
| Participant deferral / active EE | $2,276 | $3,303-31.1% | $5,540-58.9% | $4,212-46.0% |
| Admin fee / account holder | $3,336 | $6,746-50.5% | $14,329-76.7% | $7,344-54.6% |