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 | $37,941 | $54,541-30.4% | $78,778-51.8% | $70,131-45.9% |
| Participation rate | 96.2% | 60.8%+35.4pp | 69.2%+27.0pp | 69.5%+26.6pp |
| Annual return | 15.76% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,424 | $1,089+214.6% | $1,986+72.4% | $2,342+46.2% |
| Participant deferral / active EE | $2,241 | $2,210+1.4% | $2,958-24.3% | $3,332-32.7% |
| Admin fee / account holder | $1,890 | $3,709-49.0% | $5,134-63.2% | $4,645-59.3% |