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 | $33,849 | $68,719-50.7% | $91,541-63.0% | $84,808-60.1% |
| Participation rate | 98.3% | 64.5%+33.8pp | 69.8%+28.5pp | 68.3%+30.0pp |
| Annual return | 17.89% | 19.12%-1.2pp | 20.50%-2.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,020 | $1,920+5.2% | $2,505-19.3% | $2,631-23.2% |
| Participant deferral / active EE | $3,717 | $3,136+18.5% | $4,008-7.3% | $4,212-11.7% |
| Admin fee / account holder | $1,219 | $5,786-78.9% | $6,956-82.5% | $7,344-83.4% |