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 | $27,567 | $45,035-38.8% | $62,995-56.2% | $70,131-60.7% |
| Participation rate | 92.5% | 69.5%+23.0pp | 74.8%+17.7pp | 69.5%+23.0pp |
| Annual return | 22.90% | 18.76%+4.1pp | 87.57%-64.7pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,896 | $2,051+41.2% | $2,759+5.0% | $2,342+23.6% |
| Participant deferral / active EE | $6,892 | $2,465+179.6% | $3,329+107.0% | $3,332+106.9% |
| Admin fee / account holder | $3,997 | $2,834+41.0% | $3,600+11.0% | $4,645-13.9% |