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 | $38,028 | $65,365-41.8% | $92,893-59.1% | $72,985-47.9% |
| Participation rate | 80.6% | 68.3%+12.2pp | 76.0%+4.6pp | 69.5%+11.1pp |
| Annual return | 29.32% | 42.10%-12.8pp | 109.41%-80.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,362 | $2,594-8.9% | $3,653-35.3% | $2,440-3.2% |
| Participant deferral / active EE | $4,747 | $3,128+51.8% | $4,236+12.1% | $3,607+31.6% |
| Admin fee / account holder | $2,511 | $4,251-40.9% | $5,794-56.7% | $5,124-51.0% |