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 | $29,521 | $81,460-63.8% | $103,333-71.4% | $80,856-63.5% |
| Participation rate | 92.6% | 66.8%+25.7pp | 74.5%+18.1pp | 67.6%+25.0pp |
| Annual return | 17.85% | 25.55%-7.7pp | 24.88%-7.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,829 | $3,105-8.9% | $3,868-26.9% | $2,755+2.7% |
| Participant deferral / active EE | $4,794 | $3,869+23.9% | $5,057-5.2% | $4,296+11.6% |
| Admin fee / account holder | $3,207 | $6,566-51.2% | $8,355-61.6% | $6,918-53.6% |