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 | $37,231 | $78,422-52.5% | $95,952-61.2% | $79,858-53.4% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 15.76% | 19.37%-3.6pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,293 | $1,945+17.9% | $2,541-9.7% | $2,471-7.2% |
| Participant deferral / active EE | $3,585 | $3,440+4.2% | $4,167-14.0% | $3,740-4.1% |
| Admin fee / account holder | $1,735 | $5,622-69.1% | $6,795-74.5% | $5,306-67.3% |