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 | $33,415 | $86,929-61.6% | $102,423-67.4% | $80,856-58.7% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.4pp |
| Annual return | 15.55% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $947 | $2,369-60.0% | $3,023-68.7% | $2,755-65.6% |
| Participant deferral / active EE | $3,215 | $4,118-21.9% | $5,053-36.4% | $4,296-25.1% |
| Admin fee / account holder | $5,651 | $8,049-29.8% | $9,451-40.2% | $6,918-18.3% |