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 | $26,435 | $76,552-65.5% | $123,892-78.7% | $62,891-58.0% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 24.08% | 18.68%+5.4pp | 47.52%-23.4pp | 20.14%+3.9pp |
| Employer contribution / active EE | $4,655 | $2,883+61.5% | $4,617+0.8% | $2,281+104.1% |
| Participant deferral / active EE | $7,097 | $4,840+46.6% | $5,984+18.6% | $3,203+121.6% |
| Admin fee / account holder | $2,356 | $4,826-51.2% | $8,357-71.8% | $4,296-45.2% |