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 | $39,638 | $80,717-50.9% | $154,803-74.4% | $84,808-53.3% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 21.17% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,268 | $2,761-17.9% | $4,305-47.3% | $2,631-13.8% |
| Participant deferral / active EE | $4,243 | $3,303+28.5% | $5,540-23.4% | $4,212+0.7% |
| Admin fee / account holder | $5,126 | $6,746-24.0% | $14,329-64.2% | $7,344-30.2% |