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 | $38,740 | $101,724-61.9% | $164,813-76.5% | $80,856-52.1% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.6%+25.5pp |
| Annual return | 11.05% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,628 | $2,953-11.0% | $4,341-39.5% | $2,755-4.6% |
| Participant deferral / active EE | $3,999 | $4,477-10.7% | $6,031-33.7% | $4,296-6.9% |
| Admin fee / account holder | $1,543 | $8,227-81.2% | $12,690-87.8% | $6,918-77.7% |