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 | $35,594 | $56,277-36.8% | $80,975-56.0% | $62,891-43.4% |
| Participation rate | 98.1% | 69.0%+29.1pp | 75.8%+22.3pp | 69.3%+28.8pp |
| Annual return | 7.26% | 22.12%-14.9pp | 17.10%-9.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,082 | $1,943-44.3% | $3,714-70.9% | $2,281-52.6% |
| Participant deferral / active EE | $4,351 | $4,195+3.7% | $5,696-23.6% | $3,203+35.9% |
| Admin fee / account holder | $2,905 | $3,741-22.3% | $5,516-47.3% | $4,296-32.4% |