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 | $32,635 | $54,705-40.3% | $71,209-54.2% | $84,808-61.5% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 17.83% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,975 | $2,158-8.5% | $2,721-27.4% | $2,631-24.9% |
| Participant deferral / active EE | $4,303 | $3,030+42.0% | $4,175+3.1% | $4,212+2.2% |
| Admin fee / account holder | $1,058 | $4,863-78.3% | $5,349-80.2% | $7,344-85.6% |