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 | $40,654 | $72,277-43.8% | $101,248-59.8% | $79,858-49.1% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 24.61% | 22.30%+2.3pp | 46.47%-21.9pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,953 | $2,692-27.4% | $3,660-46.6% | $2,471-21.0% |
| Participant deferral / active EE | $4,418 | $3,282+34.6% | $4,370+1.1% | $3,740+18.1% |
| Admin fee / account holder | $3,259 | $4,400-25.9% | $5,945-45.2% | $5,306-38.6% |