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 | $35,435 | $95,803-63.0% | $113,168-68.7% | $84,808-58.2% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 23.73% | 25.00%-1.3pp | 24.27%-0.5pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,167 | $2,360-8.2% | $2,975-27.2% | $2,631-17.6% |
| Participant deferral / active EE | $4,955 | $4,242+16.8% | $5,107-3.0% | $4,212+17.7% |
| Admin fee / account holder | $806 | $8,989-91.0% | $12,068-93.3% | $7,344-89.0% |