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 | $32,987 | $76,552-56.9% | $123,892-73.4% | $62,891-47.5% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 13.49% | 18.68%-5.2pp | 47.52%-34.0pp | 20.14%-6.7pp |
| Employer contribution / active EE | $3,395 | $2,883+17.8% | $4,617-26.5% | $2,281+48.9% |
| Participant deferral / active EE | $6,194 | $4,840+28.0% | $5,984+3.5% | $3,203+93.4% |
| Admin fee / account holder | $3,774 | $4,826-21.8% | $8,357-54.8% | $4,296-12.1% |