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 | $34,591 | $93,571-63.0% | $135,903-74.5% | $75,163-54.0% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 19.58% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,193 | $3,537+18.6% | $4,856-13.7% | $2,670+57.0% |
| Participant deferral / active EE | $5,446 | $6,404-15.0% | $7,758-29.8% | $4,125+32.0% |
| Admin fee / account holder | $525 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |