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 | $37,155 | $79,944-53.5% | $98,439-62.3% | $75,163-50.6% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.2%+22.0pp | 67.2%+30.0pp |
| Annual return | 17.25% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $971 | $2,264-57.1% | $3,048-68.1% | $2,670-63.6% |
| Participant deferral / active EE | $3,653 | $3,752-2.6% | $4,738-22.9% | $4,125-11.5% |
| Admin fee / account holder | $2,659 | $6,840-61.1% | $8,948-70.3% | $5,651-53.0% |