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 | $48,029 | $55,706-13.8% | $75,886-36.7% | $72,985-34.2% |
| Participation rate | 70.7% | 61.1%+9.6pp | 69.3%+1.4pp | 69.5%+1.2pp |
| Annual return | 23.41% | 27.59%-4.2pp | 30.76%-7.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,110 | $1,687-34.2% | $2,500-55.6% | $2,440-54.5% |
| Participant deferral / active EE | $1,531 | $2,634-41.9% | $3,603-57.5% | $3,607-57.6% |
| Admin fee / account holder | $1,232 | $3,978-69.0% | $5,418-77.3% | $5,124-76.0% |