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 | $39,228 | $76,367-48.6% | $93,606-58.1% | $72,985-46.3% |
| Participation rate | 80.6% | 71.7%+8.9pp | 75.8%+4.8pp | 69.5%+11.2pp |
| Annual return | 19.87% | 25.82%-5.9pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,236 | $2,275-45.7% | $2,718-54.5% | $2,440-49.3% |
| Participant deferral / active EE | $3,417 | $3,538-3.4% | $4,069-16.0% | $3,607-5.3% |
| Admin fee / account holder | $1,827 | $6,838-73.3% | $7,888-76.8% | $5,124-64.4% |