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 | $39,237 | $79,944-50.9% | $98,439-60.1% | $75,163-47.8% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 16.56% | 19.75%-3.2pp | 21.16%-4.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,025 | $2,264+33.6% | $3,048-0.8% | $2,670+13.3% |
| Participant deferral / active EE | $3,813 | $3,752+1.6% | $4,738-19.5% | $4,125-7.6% |
| Admin fee / account holder | $952 | $6,840-86.1% | $8,948-89.4% | $5,651-83.1% |