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 | $36,016 | $117,983-69.5% | $101,794-64.6% | $142,382-74.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 14.77% | 36.92%-22.1pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $674 | $2,773-75.7% | $2,289-70.6% | $4,299-84.3% |
| Participant deferral / active EE | $3,251 | $4,714-31.0% | $4,084-20.4% | $6,507-50.0% |
| Admin fee / account holder | $2,657 | $10,433-74.5% | $8,777-69.7% | $12,624-78.9% |