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 | $41,291 | $101,724-59.4% | $164,813-74.9% | $80,856-48.9% |
| Participation rate | 98.0% | 71.8%+26.1pp | 78.6%+19.4pp | 67.6%+30.3pp |
| Annual return | 12.34% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,225 | $2,953-24.7% | $4,341-48.7% | $2,755-19.2% |
| Participant deferral / active EE | $2,705 | $4,477-39.6% | $6,031-55.1% | $4,296-37.0% |
| Admin fee / account holder | $661 | $8,227-92.0% | $12,690-94.8% | $6,918-90.4% |