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 | $40,701 | $80,968-49.7% | $96,544-57.8% | $75,163-45.8% |
| Participation rate | 79.7% | 71.8%+7.9pp | 76.0%+3.7pp | 67.2%+12.5pp |
| Annual return | 28.75% | 27.06%+1.7pp | 25.84%+2.9pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,286 | $2,282-43.7% | $2,965-56.6% | $2,670-51.8% |
| Participant deferral / active EE | $3,966 | $3,928+1.0% | $4,851-18.2% | $4,125-3.9% |
| Admin fee / account holder | $1,847 | $6,724-72.5% | $8,252-77.6% | $5,651-67.3% |