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 | $35,185 | $70,475-50.1% | $100,516-65.0% | $79,858-55.9% |
| Participation rate | 90.2% | 73.7%+16.6pp | 79.4%+10.8pp | 69.6%+20.6pp |
| Annual return | 23.04% | 21.90%+1.1pp | 30.89%-7.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,352 | $2,165-37.6% | $3,418-60.4% | $2,471-45.3% |
| Participant deferral / active EE | $5,921 | $5,181+14.3% | $6,270-5.6% | $3,740+58.3% |
| Admin fee / account holder | $449 | $4,478-90.0% | $8,081-94.4% | $5,306-91.5% |