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 | $35,490 | $78,422-54.7% | $95,952-63.0% | $79,858-55.6% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 21.27% | 19.37%+1.9pp | 91.61%-70.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,554 | $1,945+31.3% | $2,541+0.5% | $2,471+3.4% |
| Participant deferral / active EE | $4,196 | $3,440+22.0% | $4,167+0.7% | $3,740+12.2% |
| Admin fee / account holder | $801 | $5,622-85.7% | $6,795-88.2% | $5,306-84.9% |