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 | $29,262 | $80,717-63.7% | $154,803-81.1% | $84,808-65.5% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,144 | $2,761-22.4% | $4,305-50.2% | $2,631-18.5% |
| Participant deferral / active EE | $2,750 | $3,303-16.7% | $5,540-50.4% | $4,212-34.7% |
| Admin fee / account holder | $3,936 | $6,746-41.7% | $14,329-72.5% | $7,344-46.4% |