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 | $30,340 | $60,892-50.2% | $82,389-63.2% | $84,808-64.2% |
| Participation rate | 91.3% | 63.3%+28.0pp | 69.5%+21.8pp | 68.3%+23.0pp |
| Annual return | 21.09% | 37.29%-16.2pp | 28.67%-7.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,520 | $1,779-14.6% | $2,517-39.6% | $2,631-42.2% |
| Participant deferral / active EE | $2,072 | $3,179-34.8% | $4,155-50.1% | $4,212-50.8% |
| Admin fee / account holder | $661 | $5,467-87.9% | $7,231-90.9% | $7,344-91.0% |