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 | $33,942 | $58,523-42.0% | $99,443-65.9% | $72,985-53.5% |
| Participation rate | 76.5% | 64.6%+11.8pp | 73.8%+2.6pp | 69.5%+7.0pp |
| Annual return | 18.91% | 28.51%-9.6pp | 30.72%-11.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,251 | $1,512-17.3% | $2,540-50.8% | $2,440-48.7% |
| Participant deferral / active EE | $2,399 | $2,606-8.0% | $3,619-33.7% | $3,607-33.5% |
| Admin fee / account holder | $1,916 | $4,102-53.3% | $6,250-69.3% | $5,124-62.6% |