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 | $57,345 | $58,523-2.0% | $99,443-42.3% | $72,985-21.4% |
| Participation rate | 84.4% | 64.6%+19.8pp | 73.8%+10.6pp | 69.5%+15.0pp |
| Annual return | 23.64% | 28.51%-4.9pp | 30.72%-7.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,402 | $1,512-7.2% | $2,540-44.8% | $2,440-42.5% |
| Participant deferral / active EE | $1,675 | $2,606-35.7% | $3,619-53.7% | $3,607-53.6% |
| Admin fee / account holder | $815 | $4,102-80.1% | $6,250-87.0% | $5,124-84.1% |