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 | $41,273 | $80,717-48.9% | $154,803-73.3% | $84,808-51.3% |
| Participation rate | 70.8% | 66.8%+4.0pp | 78.1%-7.2pp | 68.3%+2.5pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,054 | $2,761-61.8% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $5,090 | $3,303+54.1% | $5,540-8.1% | $4,212+20.8% |
| Admin fee / account holder | $3,957 | $6,746-41.3% | $14,329-72.4% | $7,344-46.1% |