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 | $33,638 | $74,927-55.1% | $101,794-67.0% | $84,808-60.3% |
| Participation rate | 88.1% | 61.4%+26.7pp | 69.2%+18.9pp | 68.3%+19.8pp |
| Annual return | 15.58% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,110 | $1,522-27.1% | $2,289-51.5% | $2,631-57.8% |
| Participant deferral / active EE | $2,477 | $3,099-20.1% | $4,084-39.3% | $4,212-41.2% |
| Admin fee / account holder | $4,385 | $6,514-32.7% | $8,777-50.0% | $7,344-40.3% |