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 | $42,169 | $80,717-47.8% | $154,803-72.8% | $84,808-50.3% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 31.73% | 37.96%-6.2pp | 58.88%-27.2pp | 40.90%-9.2pp |
| Employer contribution / active EE | $2,678 | $2,761-3.0% | $4,305-37.8% | $2,631+1.8% |
| Participant deferral / active EE | $3,093 | $3,303-6.4% | $5,540-44.2% | $4,212-26.6% |
| Admin fee / account holder | $912 | $6,746-86.5% | $14,329-93.6% | $7,344-87.6% |