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 | $42,078 | $80,968-48.0% | $96,544-56.4% | $75,163-44.0% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 13.29% | 27.06%-13.8pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,714 | $2,282+19.0% | $2,965-8.5% | $2,670+1.7% |
| Participant deferral / active EE | $3,104 | $3,928-21.0% | $4,851-36.0% | $4,125-24.7% |
| Admin fee / account holder | $2,206 | $6,724-67.2% | $8,252-73.3% | $5,651-61.0% |