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 | $39,958 | $81,460-50.9% | $103,333-61.3% | $80,856-50.6% |
| Participation rate | 78.0% | 66.8%+11.2pp | 74.5%+3.5pp | 67.6%+10.4pp |
| Annual return | 12.46% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,696 | $3,105-45.4% | $3,868-56.2% | $2,755-38.4% |
| Participant deferral / active EE | $3,667 | $3,869-5.2% | $5,057-27.5% | $4,296-14.6% |
| Admin fee / account holder | $1,350 | $6,566-79.4% | $8,355-83.8% | $6,918-80.5% |