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 | $38,519 | $101,724-62.1% | $164,813-76.6% | $80,856-52.4% |
| Participation rate | 79.3% | 71.8%+7.5pp | 78.6%+0.7pp | 67.6%+11.7pp |
| Annual return | 21.64% | 16.72%+4.9pp | 69.93%-48.3pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,856 | $2,953-37.2% | $4,341-57.2% | $2,755-32.6% |
| Participant deferral / active EE | $4,468 | $4,477-0.2% | $6,031-25.9% | $4,296+4.0% |
| Admin fee / account holder | $611 | $8,227-92.6% | $12,690-95.2% | $6,918-91.2% |