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 | $32,867 | $60,349-45.5% | $74,183-55.7% | $62,891-47.7% |
| Participation rate | 72.6% | 72.7%-0.1pp | 76.6%-4.0pp | 69.3%+3.3pp |
| Annual return | 7.13% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,399 | $1,680-16.7% | $2,370-41.0% | $2,281-38.7% |
| Participant deferral / active EE | $2,252 | $2,856-21.2% | $3,550-36.6% | $3,203-29.7% |
| Admin fee / account holder | $3,367 | $4,261-21.0% | $5,586-39.7% | $4,296-21.6% |