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 | $33,717 | $86,286-60.9% | $111,297-69.7% | $85,850-60.7% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 12.54% | 19.99%-7.4pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,664 | $2,043+30.4% | $2,731-2.4% | $2,565+3.9% |
| Participant deferral / active EE | $5,104 | $3,641+40.2% | $4,487+13.7% | $3,952+29.2% |
| Admin fee / account holder | $1,096 | $8,188-86.6% | $7,964-86.2% | $6,260-82.5% |