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 | $37,561 | $80,717-53.5% | $154,803-75.7% | $84,808-55.7% |
| Participation rate | 98.0% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 23.87% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5,378 | $2,761+94.8% | $4,305+24.9% | $2,631+104.4% |
| Participant deferral / active EE | $5,074 | $3,303+53.6% | $5,540-8.4% | $4,212+20.5% |
| Admin fee / account holder | $5,390 | $6,746-20.1% | $14,329-62.4% | $7,344-26.6% |