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 | $30,544 | $86,929-64.9% | $102,423-70.2% | $80,856-62.2% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 16.18% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,804 | $2,369+18.3% | $3,023-7.3% | $2,755+1.8% |
| Participant deferral / active EE | $3,354 | $4,118-18.6% | $5,053-33.6% | $4,296-21.9% |
| Admin fee / account holder | $1,616 | $8,049-79.9% | $9,451-82.9% | $6,918-76.6% |