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 | $42,494 | $138,347-69.3% | $184,203-76.9% | $80,856-47.4% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 22.31% | 20.02%+2.3pp | 28.81%-6.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $3,757 | $4,850-22.6% | $6,427-41.5% | $2,755+36.4% |
| Participant deferral / active EE | $7,476 | $7,071+5.7% | $9,131-18.1% | $4,296+74.0% |
| Admin fee / account holder | $878 | $10,483-91.6% | $13,901-93.7% | $6,918-87.3% |