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 | $36,038 | $72,277-50.1% | $101,248-64.4% | $79,858-54.9% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 14.05% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,451 | $2,692+28.2% | $3,660-5.7% | $2,471+39.7% |
| Participant deferral / active EE | $1,876 | $3,282-42.8% | $4,370-57.1% | $3,740-49.8% |
| Admin fee / account holder | $531 | $4,400-87.9% | $5,945-91.1% | $5,306-90.0% |