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 | $33,138 | $181,894-81.8% | $156,549-78.8% | $273,961-87.9% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 7.95% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,002 | $6,248-51.9% | $5,501-45.4% | $4,869-38.3% |
| Participant deferral / active EE | $1,963 | $5,550-64.6% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $2,687 | $15,559-82.7% | $13,027-79.4% | $10,132-73.5% |