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 | $32,041 | $81,248-60.6% | $155,509-79.4% | $80,856-60.4% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 12.69% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,842 | $3,100-8.3% | $4,672-39.2% | $2,755+3.2% |
| Participant deferral / active EE | $2,801 | $3,452-18.9% | $5,626-50.2% | $4,296-34.8% |
| Admin fee / account holder | $4,821 | $7,997-39.7% | $15,912-69.7% | $6,918-30.3% |