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 | $41,476 | $59,839-30.7% | $81,983-49.4% | $79,858-48.1% |
| Participation rate | 70.9% | 61.6%+9.3pp | 69.2%+1.7pp | 69.6%+1.3pp |
| Annual return | 18.16% | 17.56%+0.6pp | 41.31%-23.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,066 | $1,713-37.8% | $2,498-57.3% | $2,471-56.9% |
| Participant deferral / active EE | $2,947 | $2,695+9.4% | $3,722-20.8% | $3,740-21.2% |
| Admin fee / account holder | $2,272 | $4,287-47.0% | $5,664-59.9% | $5,306-57.2% |