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 | $36,885 | $103,376-64.3% | $87,100-57.7% | $152,861-75.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 24.39% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,768 | $3,220-45.1% | $2,521-29.9% | $4,762-62.9% |
| Participant deferral / active EE | $4,507 | $4,778-5.7% | $4,049+11.3% | $5,850-23.0% |
| Admin fee / account holder | $512 | $12,205-95.8% | $7,497-93.2% | $11,596-95.6% |