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 | $40,375 | $60,892-33.7% | $82,389-51.0% | $84,808-52.4% |
| Participation rate | 89.1% | 63.3%+25.8pp | 69.5%+19.5pp | 68.3%+20.8pp |
| Annual return | 15.62% | 37.29%-21.7pp | 28.67%-13.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,381 | $1,779+33.8% | $2,517-5.4% | $2,631-9.5% |
| Participant deferral / active EE | $3,359 | $3,179+5.7% | $4,155-19.2% | $4,212-20.3% |
| Admin fee / account holder | $6,261 | $5,467+14.5% | $7,231-13.4% | $7,344-14.7% |