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 | $34,472 | $77,419-55.5% | $69,455-50.4% | $152,861-77.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 26.08% | 39.06%-13.0pp | 28.97%-2.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,730 | $3,315+12.5% | $2,779+34.2% | $4,762-21.7% |
| Participant deferral / active EE | $5,590 | $4,414+26.6% | $3,535+58.1% | $5,850-4.5% |
| Admin fee / account holder | $2,906 | $6,207-53.2% | $3,839-24.3% | $11,596-74.9% |