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 | $39,439 | $72,277-45.4% | $101,248-61.0% | $79,858-50.6% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 17.74% | 22.30%-4.6pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,963 | $2,692-27.1% | $3,660-46.4% | $2,471-20.6% |
| Participant deferral / active EE | $1,507 | $3,282-54.1% | $4,370-65.5% | $3,740-59.7% |
| Admin fee / account holder | $4,592 | $4,400+4.3% | $5,945-22.8% | $5,306-13.5% |