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 | $40,076 | $80,673-50.3% | $101,326-60.4% | $84,808-52.7% |
| Participation rate | 92.1% | 77.8%+14.3pp | 81.5%+10.6pp | 68.3%+23.8pp |
| Annual return | 17.90% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,371 | $2,698+24.9% | $3,665-8.0% | $2,631+28.1% |
| Participant deferral / active EE | $8,290 | $6,840+21.2% | $7,994+3.7% | $4,212+96.8% |
| Admin fee / account holder | $7,302 | $12,784-42.9% | $11,185-34.7% | $7,344-0.6% |