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 | $41,605 | $153,772-72.9% | $133,980-68.9% | $273,961-84.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 8.26% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,100 | $6,029-65.2% | $5,211-59.7% | $4,869-56.9% |
| Participant deferral / active EE | $3,560 | $6,958-48.8% | $6,282-43.3% | $5,287-32.7% |
| Admin fee / account holder | $5,039 | $11,765-57.2% | $9,324-46.0% | $10,132-50.3% |