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 | $33,001 | $81,248-59.4% | $155,509-78.8% | $80,856-59.2% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 20.09% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,652 | $3,100-14.5% | $4,672-43.2% | $2,755-3.7% |
| Participant deferral / active EE | $7,721 | $3,452+123.7% | $5,626+37.2% | $4,296+79.7% |
| Admin fee / account holder | $4,683 | $7,997-41.4% | $15,912-70.6% | $6,918-32.3% |