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 | $39,748 | $73,933-46.2% | $96,683-58.9% | $75,163-47.1% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 14.30% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,414 | $2,928-51.7% | $3,737-62.2% | $2,670-47.0% |
| Participant deferral / active EE | $1,816 | $3,659-50.4% | $4,878-62.8% | $4,125-56.0% |
| Admin fee / account holder | $2,687 | $5,216-48.5% | $6,730-60.1% | $5,651-52.5% |